Currently working for Accord Mortgages developing insights for our sales team using CRM & visualising opportunities within Tableau to develop professional meaningful Insights for our sales members and management team.
Loving the witty choice for customer agent so far, but it is very repetative with it's introduction when answering questions. "Ah," is used at the start of almost every answer, but then the body of the answer is great and varies each time the same read more
Chat support is great, so great that the reps are often all taken 🙂 and the support channel is grayed out. It's tough not knowing whether I could check back in 5 minutes or whether it's best to use another support option. With that in mind, read more
This is a must, we get a lot of chats and sometimes there are queues. We want to bring chat Into HubSpot but there does seem to be a few basic featur...read more
To help keep data in one place it would be beneficial if we can import our webchat data/transcripts from other provides and import either manually or automate this into HubSpot. We can then use the chat data in conjunction with HubSpot site visits, read more
WHen creating a report for a dashboard be it a bar or line graph, there is quite a lot of dead space/padding which could be filled to make the graph be better represented if the user had the option to edit the padding to maker the graph fill the con read more
When a user logs certain activity types, it would help analysts & the team if an admin could set certain fields to be mandatory i.e. call outcome and direction. This will help teams to collect the info they need and not end up 6 months into the read more
Is there anyway to ensure sales users log meeting notes on the activity or even better when a meeting is logged without any notes that a task is created to remind the activity creator to go back and add notes. However the workflow for task creation read more
It would be good for a management view to report on the meetings booked by their sales team members and their outcomes similar to when you log a call you can log whther the call was connected, voicemail etc. there is no such function for a meeting t read more
It would be helpful if you could bulk assign contacts to a company record rather than manually assigning each one. i.e. if you have 1000 contacts with @hotmail these wont be assigned to the correct company. We currently havee to manually go through read more
To help show the benefit and usage of snippets it would be beneficial for admins to see the usage of snippets within the portal. This would help to show who is using what snippets and overall if there's any snippets which aren't been used to then al read more
In the build report from scratch you can use custom colours, this should also be available for normal default reports rather then the current colour palette options
Along the toolbar in CRM it would be useful to have a quick access shortcut option to create a company or contact rather than having to go into the contacts or company list. Only a small icon would suffice along the toolbar.
It would be beneficial to be able to trigger a workflow based on the size of a list of contacts, we have lists of contacts based on their subscriptions and to easier highlight milestone signups it would be helpful to use a workflow to notify colleag read more
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//START END-USER CONFIGURATION
//------------------------------
//selectors for hover card triggers
var allHoverCardTriggers = '.author-name-link,.friend-list .friend a,.username a,.avatar,.user-avatar,.author-img, .authors a, .messageauthorusername a, a.lia-user-name-link, .js-latest-post-by-from a, .user-online-list li a, a.UserAvatar, .customUsersOnline a, #authors a,.dashboard-followers a.user-name, .dashboard-following a.user-name,.author-login-wrapper a, .hb-leaderboard a, .author-img-floated';
// Forward calling page's URL params to endpoint URL as well, helps with testing!
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var userApiUrl = '/plugins/custom/hubspot/hubspot/hovercardendpoint?' + ((params.set('user_id', '') == []._) && params.toString());
if($('.hover-card-container').length<1){
$('body').append('');
}
var cardWrapper = $('.hover-card-container');
var error = false;
var thisUserID = '';
var thisUserLogin = '';
var userLink ='';
var cardTimer;
var leaveTimer;
function mouseenter(Elem) {
var thisEl = Elem;
cardTimer = setTimeout(function(){
var docWidth = $(document).width();
var rightSide = false;
var userLink = thisEl.attr('href');
if($('.ViewProfilePage').length && $('img.lia-user-avatar-profile',thisEl).length){thisUserID = '92561';}
else if(thisEl.attr('href')=='#' || thisEl.attr('href')=='' || !userLink.match('viewprofilepage')){
return false;}
else{
var thisLen = (userLink).split('/');
thisUserID = (thisLen)[thisLen.length-1];
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var thisElbottomoffset = "auto";
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var winHeight = $(window).height();
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cardId
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thisCard.removeClass('leftArrow');
var distanceLeft = (distanceLeft)-(45);
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thisCard.removeClass('topArrow');
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thisCard.removeClass('bottomArrow').addClass('topArrow');
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if(thisCard.length && $('.profileCard[data-user='+thisUserID+'] .preloader',cardWrapper).length<1){
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rightSide?thisCard.addClass('rightArrow'):thisCard.removeClass('rightArrow');
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var ajaxReturn = '';
//just in case
thisCard.remove();
//hover card wrapper markup
var rightArrowClass = rightSide?'rightArrow':'';
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topParam = 'px';
}
if(thisElbottomoffset != "auto"){
bottomparam = 'px';
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var profileCardHtml = '';
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//get the background
$.ajax({
type: 'GET',
url: userApiUrl+thisUserID,
dataType: 'html',
success: function(data) {
$('.profileCard',cardWrapper).hide();
ajaxReturn = data;
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)
.done(function(){
cardWrapper.append(profileCardHtml);
$('.profileCard[data-user='+thisUserID+']',cardWrapper).eq(0).empty().html(ajaxReturn);
if($('.profileCard[data-user='+thisUserID+'] .preloader',cardWrapper).length){
$('.profileCard[data-user='+thisUserID+'] .preloader',cardWrapper).parents('div.profileCard').remove();
}
})
.fail(function(){
//uh oh - bail out!
$('.profileCard',cardWrapper).hide();
});
}
}, 360);
}
function mouseleave(e) {
clearTimeout(cardTimer);
// glowingblue: When the user leaves the hovercard trigger, wait because the leaving could be
// to interact with the hovercard, if we don't wait it will just disappear...because
// we left the trigger, right...so we'll have another handler that check if the mouse is
// over the hovercard and if so clears this timer, so the card doesn't close here
leaveTimer = setTimeout(function() {
if ($('.profileCard[data-user="'+thisUserID+'"]',cardWrapper).length) {
$('.profileCard[data-user="'+thisUserID+'"]',cardWrapper).fadeOut('fast');
} else {
$(".profileCard").fadeOut('fast');
}
}, 2400);
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$(document).on("mouseenter focusin", allHoverCardTriggers, function(event) {
if(!($(this).parents().hasClass('custom-header'))&& !($(this).parents().hasClass('green-wrap'))){
(leaveTimer !== []._) && clearTimeout(leaveTimer);
mouseenter($(this));
event.stopPropagation();
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});
$(document).on("mouseleave focusout", allHoverCardTriggers, function(event) {
(leaveTimer !== []._) && clearTimeout(leaveTimer);
mouseleave(event);
event.stopPropagation();
});
// glowingblue: Add handlers for when the users interacts with the hovercard, no closing!
$('.hover-card-container').on('mouseenter', function(e) {
(leaveTimer !== []._) && clearTimeout(leaveTimer);
});
$('.hover-card-container').on('mouseleave', function(e) {
(leaveTimer !== []._) && clearTimeout(leaveTimer);
if ( $(e.target).is('.profileCard[style*="block"]') ) {
leaveTimer = setTimeout(function() {
$(e.target).fadeOut('fast');
}, 2400);
}
});
// glowingblue: add one global root level click handler to also close any visible hovercards
// if the user taps/clicks outside the hovercard
$(document).on('mousedown', function(e) {
if ( !$(e.target).parents('.hover-card-container').length ) {
(leaveTimer != []._) && clearTimeout(leaveTimer);
$('.hover-card-container .profileCard[style*="block"]').each(function() {
$(this).fadeOut('fast');
});
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var errAuth = '
To access this area of the Community, please log in.
';
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To access the HubSpot Community Champions program and complete opportunities, confirm you are logged in by clicking here. Find additional troubleshooting steps here
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To start earning advocacy badges, go to the Community Champions advocacy program page and start completing opportunities.
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