Optimize Your Customer Service: A Complete Guide to HubSpot's New Customer Success Workspace

Join Loriauna Mora, one of our talented Solutions Engineers at HarvestROI, as she navigates the innovative features of the new Customer Service Success Workspace in HubSpot. This detailed video provides a step-by-step guide that shows how customer service teams can elevate their efficiency and effectiveness using the latest workspace enhancements.

Key Takeaways:
• An in-depth tour of the new Customer Service Success Workspace and its settings.
• Practical tips for customizing views and managing tasks to optimize daily operations.
• A look ahead at upcoming features, including the much-anticipated Health Scores.

Timestamps:
0:00 - Intro
0:30 - Beta Enroll
1:15 - Customer Success Workspace Settings
2:54 - Workspace Portfolio Overview
5:15 - Custom Views
7:00 - Tasks Overview
7:39 - Reporting Overview
8:48 - Pipelines Overview
10:00 - Schedule Overview
10:58 - Feed Overview
11:40 - Health Scores Coming Soon!
12:35 - We Can Help!

Unlock the full capabilities of HubSpot's Customer Service Success Workspace with Loriauna's expert walkthrough. Don’t forget to like, share, and subscribe to stay up-to-date with our expert-led tutorials. For further assistance or to reach out with questions, visit us at harvestroi.com – your success is our mission!

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