Merit CS Hubspot Level 2

Customer Success Level 2  By the end of this training you’ll be able to triage inbound questions that Hubspot didn’t quite know how to sort out.  These questions could be either emails that had previously unsubscribed from Merit, or for some reason or another Hubspot flagged as potential spam. Here’s the agenda for Level 2: Access unassigned conversations, forms, filtered email, and bots Assign a conversation to yourself Assign a contact (or create a new contact if needed) Ensure a CS ticket exists for all conversations and submitted forms. Learn how and where to communicate that a snippet or