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KateRobinson180
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Member since ‎Aug 11, 2021
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KateRobinson180 on March 21, 2024
Report on Conversation Comments
We need to run reports so that our agents get credit for working a conversation even if they didn't respond to the customer but did leave a comment. For example, if they leave a comment saying "customer already called in, issue is resolved" they nee read more
Reply Idea Conversations
0 upvote
0 Reply
marlene00 on March 31, 2020
Owner rotation and lead reassignment
It would be great to see additional functionality re owner rotation and lead allocation. Its extremely paining not being able to reassign a lead/deal automatically when someone is absent/off . Is there no way you can integrate the availability toggl read more
Reply Idea Lead Flows
26 upvotes
9 Replies
KateRobinson180
Participant
October 25, 2023
We very much need this! Currently, users have to wait for me to be available to remove them from rotations when they are out of office. They need to ...read more
marlene00 on March 31, 2020
Owner rotation and lead reassignment
It would be great to see additional functionality re owner rotation and lead allocation. Its extremely paining not being able to reassign a lead/deal automatically when someone is absent/off . Is there no way you can integrate the availability toggl read more
Reply Idea Lead Flows
26 upvotes
9 Replies
KateRobinson180
Participant
October 25, 2023
We very much need this! Currently, users have to wait for me to be available to remove them from rotations when they are out of office. They need to ...read more
EGalloway on December 06, 2021
Report based on days of the week
Would love to be able to drill down to specific days of the week for reporting. Example, see how many emails we received on Tuesday and Thursday. This would help us drill down our best production days or the days where we can take on a little more w read more
Reply Idea Sales Reporting
30 upvotes
13 Replies
KateRobinson180
Participant
December 05, 2022
Also time of day! We need to know how many deals we're getting after business hours and on weekends
Snaedis on September 07, 2020
More flexible knowledge base design and layout, including custom HTML/CSS
There have been a number of different posts in the Community which are about the same core need (customizing the styling of the knowledge base), but many have been marked as "solved" or "delivered" because of options that get you part-way there. I'm read more
Reply Idea Knowledge Base layout styling Template Design Templates
1006 upvotes
196 Replies
KateRobinson180
Participant
November 29, 2022
We desperately need this. The options are so incredibly limited. My boss looks at other KB examples (including Hubspot's!) and wants to know why we c...read more
Solved
KateRobinson180 on June 24, 2022
Live chat preview
Hi! We really want to use the hubspot chat feature, since most of our service sis on the Hubspot platform, but the current chat company we use (Comm100) allows our representatives to see what the customer is typing in real time before they send the read more
Reply Discussion
1 upvote
3 Replies
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