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JMogard
Contributeur | Partenaire solutions Elite
Contributeur | Partenaire solutions Elite
Membre depuis ‎juin 29, 2021
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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  • Idées
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Jon Mogard

Older than Tetris but younger than Zuckerberg

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JMogard le Novembre 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 Lire la suite
Répondre Discussion Professional
1 Mention J'aime
2 Réponses
JMogard
Contributeur | Partenaire solutions Elite
Décembre 22, 2023
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...Lire la suite
JMogard le Décembre 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 Lire la suite
Répondre Idée Properties
10 Mentions J'aime
2 Réponses
Résolues
WNAmiqus le Novembre 23, 2023
How to delete Lead records if I am not the contact owner
Hey, Trying to find a way to delete a lead record associated to a contact record that I do not own. In this case the owners on the contact records (and lead records) do not have a Sales Professional Seat so I cannot delete the leads fr Lire la suite
Répondre Discussion Professional
1 Mention J'aime
12 Réponses
JMogard
Contributeur | Partenaire solutions Elite
Novembre 27, 2023
Creative work-around! I will do that and then eagerly wait for HubSpot to fix a smoother interface for this.
Résolues
WNAmiqus le Novembre 23, 2023
How to delete Lead records if I am not the contact owner
Hey, Trying to find a way to delete a lead record associated to a contact record that I do not own. In this case the owners on the contact records (and lead records) do not have a Sales Professional Seat so I cannot delete the leads fr Lire la suite
Répondre Discussion Professional
1 Mention J'aime
12 Réponses
JMogard
Contributeur | Partenaire solutions Elite
Novembre 27, 2023
Creative work-around! I will do that and then eagerly wait for HubSpot to fix a smoother interface for this.
Résolues
WNAmiqus le Novembre 23, 2023
How to delete Lead records if I am not the contact owner
Hey, Trying to find a way to delete a lead record associated to a contact record that I do not own. In this case the owners on the contact records (and lead records) do not have a Sales Professional Seat so I cannot delete the leads fr Lire la suite
Répondre Discussion Professional
1 Mention J'aime
12 Réponses
JMogard
Contributeur | Partenaire solutions Elite
Novembre 27, 2023
Creative work-around! I will do that and then eagerly wait for HubSpot to fix a smoother interface for this.
JMogard le Novembre 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 Lire la suite
Répondre Discussion Professional
1 Mention J'aime
2 Réponses
JMogard
Contributeur | Partenaire solutions Elite
Décembre 22, 2023
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...Lire la suite
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