Working Hubspot Tickets
click the Circles to explore the steps of working HubSpot tickets
Requires another department
Resolutionneeded
What action is needed?
No action or response needed
Update Ticket Properties
Complete all necessary ticket property fields in the left column, including verifying that you are the ticket owner.
Change Ticket Status
Change status to move to another pipeline and complete all fields in the pop up window. Once complete, click save and the ticket will move to the selected ticket department.
Change Ticket Status
Once the ticket is fully resolved, change the ticket status to Closed. The ticket will reopen with new activity and move to an In Progress or Waiting on Us ticket status.
Include key details about the interaction when necessary.
Leave Note
Click reply to respond to the original thread, acknowledging that the email has been received and is being transferred to the correct department.
Reply
Include key details about the interaction when necessary.
Leave Note
Update Ticket Properties
Complete all necessary ticket property fields in the left column.
Click reply to respond to the original thread or click email to start a new email thread within the ticket.
Reply
Change Ticket Status
Change ticket status to no contact needed/spam. *Ticket will reopen with new activity.
Leave a note including the reason for transferring the ticket. Notes are visible to the receiving department and help to identify what action is needed.
Leave Note
Working HubSpot Tickets
Amy Lemnah
Created on August 15, 2023
Start designing with a free template
Discover more than 1500 professional designs like these:
View
Essential Map
View
Akihabara Map
View
Discover Your AI Assistant
View
Match the Verbs in Spanish: Present and Past
View
Syllabus Organizer for Higher Education
View
Mathematical Operations
View
Frayer Model
Explore all templates
Transcript
Working Hubspot Tickets
click the Circles to explore the steps of working HubSpot tickets
Requires another department
Resolutionneeded
What action is needed?
No action or response needed
Update Ticket Properties
Complete all necessary ticket property fields in the left column, including verifying that you are the ticket owner.
Change Ticket Status
Change status to move to another pipeline and complete all fields in the pop up window. Once complete, click save and the ticket will move to the selected ticket department.
Change Ticket Status
Once the ticket is fully resolved, change the ticket status to Closed. The ticket will reopen with new activity and move to an In Progress or Waiting on Us ticket status.
Include key details about the interaction when necessary.
Leave Note
Click reply to respond to the original thread, acknowledging that the email has been received and is being transferred to the correct department.
Reply
Include key details about the interaction when necessary.
Leave Note
Update Ticket Properties
Complete all necessary ticket property fields in the left column.
Click reply to respond to the original thread or click email to start a new email thread within the ticket.
Reply
Change Ticket Status
Change ticket status to no contact needed/spam. *Ticket will reopen with new activity.
Leave a note including the reason for transferring the ticket. Notes are visible to the receiving department and help to identify what action is needed.
Leave Note