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cdorsey
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Mitglied seit ‎Apr 24, 2018
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Cydney Dorsey

As a veteran member of a small team of dedicated SaaS professionals, I engage daily in Sales, Marketing, Service, Support, and Success activities - all with the same primary end-goal in mind: to ensure the provision of a top-flight software experience for each & every customer.

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cdorsey on September 26, 2023
Using a single Playbook multiple times on the same record?
We're looking to implement Playbooks as a way to support new employees and deliver a more consistent client experience. One of the ways we would like to do this is by using Playbooks to outline different types of calls, like training sessions, for i Beitrag ansehen
Antworten Diskussion Enterprise
3 Likes
4 Antworten
PBaxter on April 05, 2023
Clearing or refreshing a playbook
Hi all, We're trying out playbooks but I'm struggling with how data 'persists.' We're capturing insights on the company's latest thinking on the market, and come back and use the same playbook again and again. Here's the issue: - agains Beitrag ansehen
Antworten Diskussion Enterprise
4 Likes
5 Antworten
cdorsey
Mitwirkender/Mitwirkende
September 26, 2023
I'm experiencing the same thing, or something quite similar here - did you ever find anything else out on this? We're looking to implement Playbooks...Beitrag ansehen
KDarroch on Januar 11, 2023
Create Date for Knowledge Base articles
The last updated date is visable but it would be really helpful to see the create date also. I'm a bit surpised this doesnt exist already. I feel like its vital to know how old your support documentation is.
Antworten Idee Knowledge Base
11 Likes
4 Antworten
cdorsey
Mitwirkender/Mitwirkende
September 14, 2023
We've requested this when working directly with the HubSpot Knowledge Base team to provide feedback, and it seemed to be well-received. Honestly, I w...Beitrag ansehen
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BKostielney on September 05, 2023
Embed Hubspot Knowledge Base into 3rd party website
Hi, we're looking to embed our Hubspot Knowledge Base into our company website and are looking for some guidance on how to do that. We're hoping to replace our current FAQ page with our Hubspot Knowledge Base in some fashion. https://versomini Beitrag ansehen
Antworten Diskussion Professional Wordpress
1 Likes
2 Antworten
cdorsey
Mitwirkender/Mitwirkende
September 14, 2023
@BKostielney This isn't something that we've found to be possible with HubSpot's current Knowledge Base toolkit. I've spoken with HubSpot on multip...Beitrag ansehen
williamwright on Februar 21, 2020
Issue Tagging on Conversations
When a customer service agent handles a conversation from email, message or chat it would be nice to assign an issue category, so an agent can flag the conversation as: shipping issue, or missing account information. So within dashboards dire Beitrag ansehen
Antworten Idee Conversations
222 Likes
65 Antworten
cdorsey
Mitwirkender/Mitwirkende
September 14, 2023
@Lara_Q When I've discussed it with HubSpot, that's exactly what they've suggested - to create a ticket for every conversation! And currently, that...Beitrag ansehen
cdorsey on August 24, 2021
Signatures on Email Templates in Sequences Triggered by Workflow
There needs to be an option in Workflows that allows for the assigned Contact Owner's HubSpot Signature to populate to Email Templates and Templates in Sequences triggered by the Workflow. This is a critical element impacting the overall effectivene Beitrag ansehen
Antworten Idee Sequences Snippets & Templates Workflows
6 Likes
5 Antworten
cdorsey
Mitwirkender/Mitwirkende
September 14, 2023
@RSrivastava5 I believe this functionality is available exclusively for HubSpot Enterprise accounts...our company upgraded our HubSpot account for ...Beitrag ansehen
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