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RSchweighart
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Member since ‎Jun 15, 2022
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Ryan Schweighart

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cbierwerth23 on October 21, 2024
Good morning all! I have been tasked with adding a forced ranking system to a survey. To explain, we have 5 questions in a survey and Management also wants them to rank the importance of each of those questions 1 to 5 scale. Has anyone had expe read more
0 upvote
1 Reply
Top Contributor | Gold Partner
October 21, 2024
Hi @cbierwerth23 , here's some information on creating custom feedback properties . Here's information about creating a custom survey . ...read more
Solved
kaanaro on October 14, 2024
Is there a way to be notified when a deal invoice is paid with ACH? The reason we need this is that, ACH transfers take very long time to be reflected as a payment activity on Hubspot. For example, the client paid the invoice on October 3rd and read more
0 upvote
3 Replies
Top Contributor | Gold Partner
October 15, 2024
Hi @kaanaro , Here's how you could see a list of processing invoices paid by ACH. In that same table you can add the associated deal by editin...read more
Solved
KCaballero8 on October 11, 2024
I've set up my voicemail and ringing in browser configs correctly, but for some reason when somebody calls me: A) it doesn't ring in my browser, i just get a missed call notification B) they don't hear my upload voicemail, but rather an automated read more
Top Contributor | Gold Partner
October 11, 2024
Hi @KCaballero8 , These are good questions. Can you confirm the following? A) You have a HubSpot calling window open by selecting the ph...read more
Solved
CClark3 on October 09, 2024
Hello, Its me with another formula field question, I need to create properties that calculate the number of days a deal is in each quarter. So our projects can last anywhere from 1 month to a year or more, so we would like to calculate how many read more
0 upvote
2 Replies
Top Contributor | Gold Partner
October 10, 2024
Hi @CClark3 , Here's a formula that should work with the assistance of ChatGPT. I did some testing, and it seems to be working. That said, be ...read more
Solved
pergranqvist on September 05, 2024
Hi all! TL;DR: - How to use the AI flow as out-of-hours support - How to create a support ticket if the AI can't help? I'm re-building our chatflow to utilise the AI Chatbot feature. To begin with, we'd like to use it for out-of-hour read more
Top Contributor | Gold Partner
October 08, 2024
Hi @pergranqvist , It looks like you will need to create a chat flow with live chat. Then, you'll go to Breeze > Customer Agent. From there...read more
AWamsley on January 18, 2022
When working from multiple conversations inboxes, it would be great to be able to select a default email address that you will always send an email from unless you manually change it. While you can choose which email address you are sending an read more
169 upvotes
46 Replies
Top Contributor | Gold Partner
October 03, 2024
Thank you for the heads up @MHarju . Here's how to request the beta in case anyone needs it. Looks like it should be live in all accounts on Nov 1, ...read more
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