Profile

JMogard
Contributor | Elite Partner
Contributor | Elite Partner
Member since ‎Jun 29, 2021
Message
  • solutions
    0
  • Replies
    5
  • Upvotes Given
    41
  • Upvotes Received
    24
  • Ideas
    3

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Jon Mogard

Older than Tetris but younger than Zuckerberg

Activity

JMogard
Contributor | Elite Partner
December 22, 2023
Reply to How to notify clients of high workload / slow response time (customer success)
Hi Pam Thanks for your reply. The issue is not to set availability within the team, it is to notify the clients (whoever submitted a customer support...read more
JMogard on December 22, 2023
Add columns for associated records on the CRM cards
(I really struggled to find a good title for this post) When customizing the cards used for the middle column on records, you can only show columns with properties from that object, e.g. if I make a Deal card I can only pick from Deal properties to read more
Reply Idea Properties
13 upvotes
3 Replies
JMogard
Contributor | Elite Partner
November 27, 2023
Reply to How to delete Lead records if I am not the contact owner
Creative work-around! I will do that and then eagerly wait for HubSpot to fix a smoother interface for this.
JMogard
Contributor | Elite Partner
November 27, 2023
Reply to How to delete Lead records if I am not the contact owner
I can't reassign them though since they are unassigned and there is no way for me to access a view where I can change the owner of the Lead ¯\_(ツ)_/¯...read more
JMogard
Contributor | Elite Partner
November 26, 2023
Reply to How to delete Lead records if I am not the contact owner
Trying to figure this out myself. It's crazy that there is no way to see ALL leads in the system even as super admin. We have created 250+ unassigned...read more
JMogard on November 21, 2023
How to notify clients of high workload / slow response time (customer success)
I work with a HubSpot client that from time to time has a very high workload which delays responding to new tickers/support cases. We have a workflow that sends a transactional email whenever a new support case has been created, including tick read more
Reply Discussion Professional
1 upvote
2 Replies
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.