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Jon_Sasala on Februar 14, 2022
We currently have the ability to filter one-to-one emails (manually sent email interactions) and marketing emails from a records timeline. It seems transactional emails are lumped in with one-to-one emails. As a result, it is difficult for our reps Beitrag ansehen
Juli 11, 2022
We use transactional emails to communicate basic information to customers upon their initial inquiry, sometimes requesting additional information or ...Beitrag ansehen
LPowers on Mai 19, 2022
One of our teams whom have their own inbox specifically serves customers who want to sell products to us. They have noticed recently a fair amount are being flagged by the alert "Be careful with this message". Most of these are customers that Beitrag ansehen
LPowers on April 11, 2022
We are a Customer Service team that often needs to partner with other departments in Purchasing or Fulfillment to resolve a customer issue. Cross Department communication can be challenging at times and although 1 person within the other departm Beitrag ansehen
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BPester on April 08, 2021
Hello All! This is going to be a lengthy one because I am going to outline the situation first and then put my idea at the bottom so it is hopefully clear and not too far fetched 😆 Basically I was trying to make a report to show deal conversion Beitrag ansehen
2 Antworten
Februar 15, 2022
I am building reports for our customer service team around tickets and surveys. The following are some suggestions that I think would help with exce...Beitrag ansehen
LPowers on Februar 14, 2022
In both our purchasing and customer service departments we receive a large influx of emails that are simply notifying the teams of progress on customer tickets. Currently, the inboxes are set to auto create tickets for each new conversation which i Beitrag ansehen
LPowers on Februar 07, 2022
We are an online Customer Service team who recently began using the CES Survey after activating our Hubspot inbox. I would like to be able to either filter or search by Ticket name and category. This would allow us to more easilly discern t Beitrag ansehen
5 Antworten
Februar 07, 2022
Karsten, Table. For the surveys with a response, I want to be able filter to review by the ticket category or ticket name. I am not gettin...Beitrag ansehen
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