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Knowledge Base
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- Add a support form to your knowledge base
- Analyze your knowledge base performance
- Archive your content
- Change the URL of your content
- Create a click-to-call or mailto link
- Create and customize knowledge base articles
- Create knowledge base articles in multiple languages
- Customize knowledge base settings
- Customize your knowledge base template
- Beta Generate content with AI assistants (BETA)
- Import knowledge base articles
- Import your content into HubSpot
- Insert a table in a rich text module
- Insert and manage anchor links
- Organize your knowledge base articles categories and tags
- Prevent content from appearing in search results
- Set up single sign-on (SSO) to access private content
- Troubleshoot content issues
- Use images in HubSpot content
Tickets
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- Assign ownership of records
- Associate activities with records
- Associate records
- Bulk edit records
- Change or remove a record's image
- Create and edit properties
- Create calculation properties
- Create tickets
- Customize the board view for deals, tickets, and custom objects
- Customize the create record form for each object
- Beta Customize the record middle column (BETA)
- Deduplicate records in HubSpot
- Delete CRM records
- Differences between saved views, active lists, and static lists
- Edit a property value for a record
- Edit, delete, or comment on an activity
- Export your records
- Filter specific activities on a record timeline
- Follow a record
- Beta Get started with the ChatSpot AI assistant (BETA)
- HubSpot's default ticket properties
- Import data to checkbox properties
- Import records and activities
- Manage deals, tickets, and custom object records in board view
- Manage tickets in your inbox
- Manage your records in Slack
- Manually log an activity on a record
- Pin an activity on a record
- Prioritize deals and tickets in views with colored object tags
- Property field types in HubSpot
- Property value is underlined in red
- Repeat a past import
- Restore deleted records
- Review and troubleshoot import errors
- Search your CRM
- Select properties to show on record association cards
- Set up and customize ticket pipelines and statuses
- Set up your import files
- Beta Use ChatSpot AI to create, update, and summarize records (BETA)
- Use the data quality command center
- View a model of your CRM object and activity relationships
- View a record's property history
- View and analyze past imports
- View and customize record overviews
- View and edit individual records
- View and edit records in the HubSpot mobile app
- View and filter records on an object index page