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lroquet
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Member since ‎Jan 25, 2023
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Lee Roquet

25 years in support, CX, and Experience Management. I have spent the last 10 as a CCO of a global Bi company scaling, growing, building CX programs, and helping and sharing my lessons and many mistakes. Passionate about CX and knowledge sharing...love me some KCS. I really like Hubspot as a company and product. New to the system as of 2023 but really liking it so far.

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lroquet on June 29, 2023
Please make the reports bigger
When i want to view most reports they are really hard to view especially if you want a list view report. So in the report pop-up below, why do I need to have a 3rd of the screen being taken up by a filter options. How about making the filter options read more
Reply Idea Dashboards & Reports
0 upvote
0 Reply
lroquet
Participant
June 12, 2023
Reply to Customer portal > ticket details view > description field not shown
The ticket view, the customer portal, and the Knowledge base are all very basic to the point it is limiting the use case to drive customers to the po...read more
lroquet on June 06, 2023
Central place to see all contact feedback on the company
Is there a way, don't think so yet, for me to add a feedback item to the company overview area? I want to be able to show the overall feedback scores for a group of contacts under the account. As my team is managing their accounts they need a quick read more
Reply Idea Account Settings
3 upvotes
1 Reply
lroquet
Participant
April 17, 2023
Reply to Calculated field showing total open and closed tickets on company
Thanks for the tip. I will give it a try.
Solved
lroquet on April 14, 2023
Calculated field showing total open and closed tickets on company
I am building some company level health reports and I need to be able to show the total number of open and closed tickets by company in the company it's self. The right side widget is not something I can use as I want to show the open and closed det read more
Reply Discussion Enterprise Tickets
0 upvote
3 Replies
lroquet on March 29, 2023
Add Tickets to the account activity tab
It would be great to have a Ticket tab in the activity list so you can see a list of open and historical closed by date. Just duplicate the Task example and make this a ticket list. Right now I can only see the open tickets in the right side panel read more
Reply Idea Activity Feed
1 upvote
0 Reply
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