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July 16, 2025 HubSpot Updates - View, Create, and Edit Notes in Help Desk

July 16, 2025 HubSpot Updates - View, Create, and Edit Notes in Help Desk

Wake Up! Customer Platform - The Unofficial HubSpot Updates Morning Show
• 28 min
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Are you ready to unlock the true potential of your HubSpot Customer Platform? Join us for a dynamic morning show that reveals the value you already own within the HubSpot ecosystem. In this episode, Chris Carolan, Casey Hawkins, and George B. Thomas dive into essential updates that empower your business operations and improve collaboration. Here’s what you can expect: - **HelpDesk Enhancements**: Discover how support teams can now view, create, and edit notes in HelpDesk, replacing comments for streamlined internal collaboration. This change addresses user frustrations and aligns HelpDesk with the rest of the HubSpot platform, allowing for consistent information sharing across teams. Request beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=206893 - **User-Based Ticket Capacity**: Learn about the new feature allowing service managers to limit open tickets by type, helping to reduce overwhelm for support reps. This update enhances workflow management, ensuring your team can focus on delivering quality service without getting bogged down. Join Beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=209000 - **Manual Scoring in Sales Hub**: Exciting news for sales teams! Now you can manually score deals and companies, enabling customized evaluation criteria that drive prioritization and accelerate deal closures. This aligns marketing and sales efforts, enhancing overall effectiveness. Join Beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=237926 Key takeaways from this episode include actionable insights on improving internal collaboration, managing team workloads effectively, and optimizing your sales processes through manual scoring. Join us every weekday morning to awaken your HubSpot capabilities and watch your business thrive. Don’t miss out on these crucial updates that can transform your operations—tune in and start your journey toward greater success today!