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RSchweighart
Contributeur de premier rang | Partenaire solutions Gold
Membre depuis ‎juin 15, 2022
  • Solutions
    112
  • Réponses
    177
  • Mentions J'aime ajoutées
    75
  • Mentions J'aime obtenues
    104
  • Idées
    0

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cbierwerth23 le Octobre 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 Lire la suite
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1 Réponse
Contributeur de premier rang | Partenaire solutions Gold
Octobre 21, 2024
Hi @cbierwerth23 , here's some information on creating custom feedback properties . Here's information about creating a custom survey . ...Lire la suite
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kaanaro le Octobre 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 Lire la suite
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3 Réponses
Contributeur de premier rang | Partenaire solutions Gold
Octobre 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...Lire la suite
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KCaballero8 le Octobre 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 Lire la suite
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1 Réponse
Contributeur de premier rang | Partenaire solutions Gold
Octobre 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...Lire la suite
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CClark3 le Octobre 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 Lire la suite
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2 Réponses
Contributeur de premier rang | Partenaire solutions Gold
Octobre 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 ...Lire la suite
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pergranqvist le Septembre 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 Lire la suite
Contributeur de premier rang | Partenaire solutions Gold
Octobre 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...Lire la suite
AWamsley le Janvier 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 Lire la suite
169 Mentions J'aime
46 Réponses
Contributeur de premier rang | Partenaire solutions Gold
Octobre 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, ...Lire la suite
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