Last updated: October 13, 2020
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With tickets, you can organize all of your customer inquiries in one place and track any interactions regarding to the issue over time. Learn the different ways of creating tickets.
Once a ticket is created, you can access the ticket record to record or retrieve information. This allows you and your team to stay on the same page with a customer inquiry.
The following sections cover the left panel, middle panel, and right panel.
The left panel shows the ticket record's properties and the actions you can perform. Learn how to edit the properties that appear in this section for you. Admins can customize the left sidebar for all users and teams.
The middle panel shows activities relating to the ticket chronologically, with the latest activity at the top.
If you want more space to view the record's timeline, you can collapse the right panel by clicking the last icon at the top of the panel, and expand the panel again by clicking the first icon.
You can filter these activities in the following ways:
In the right panel, view the other records and tools associated with the record. You can rearrange the sections by dragging them.
Record associations are displayed under the respective record type sections (i.e., Contacts, Companies, Deals). Learn about associations between different records.
To associate your ticket record with another record:
When communicating with the contact, you can click a playbook to display certain prescribed questions or steps to prepare yourself better.
You can attach files to the deal record by clicking Upload file or Add file. You can also view attachments that were sent as part of a logged email to a contact who is associated to the deal record.
When you create a custom property in HubSpot, the type of information you want the property to collect and...
In your object homes, you can view your records. You can filter these records based on their property values...
HubSpot automatically deduplicates your contacts and companies when they're created through a form submission...