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DarrenScottUK
Contributor
Member since ‎Apr 22, 2019
  • solutions
    0
  • Replies
    18
  • Upvotes Given
    322
  • Upvotes Received
    381
  • Ideas
    56

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Darren Scott

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.

Activity

Beka on October 11, 2024
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
2 upvotes
1 Reply
Contributor
October 18, 2024
Yes this would help and also the ability to set the tone based on property fields I.e a different segmentation property.
bendonahower on July 30, 2020
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
39 upvotes
10 Replies
Contributor
October 18, 2024
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
DarrenScottUK on October 16, 2024
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
DarrenScottUK on August 03, 2024
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
DarrenScottUK on June 07, 2024
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
Solved
DarrenScottUK on December 10, 2023
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
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