Hubspot Essentials Module 4 - Tickets 101
This module will cover the basics of the ticket pipeline, the layout of a ticket, and a few of the most frequently taken actions from within a ticket. Click the blue circle icons to interact with this course.
Accessing the Ticket Pipeline
CRM > Tickets
Click CRM from the left navigation sidebar, and then click Tickets.
Ticket Pipeline Viewing Options
Click to explore the Ticket pipeline views and filtering options
Once complete, click to continue.
Board View Preview
- Each vertical column represents a Ticket Status.
- Each card represents a ticket
and can be opened by clicking on the hyperlinked ticket name.
Click to continue.
List View Preview
- Each vertical column represents a different ticket property and can be customized by clicking Edit Columns.
- Tickets can be opened by clicking on the hyperlinked ticket name.
Click to continue.
Ticket Layout
From within an open ticket, each scrollable column displays information.
Click to continue.
Updating Ticket Status
To change a ticket's status, click the arrow to expand the available status options within the left column of an open ticket. Options vary by department. If moving the ticket to another department, click Move to Another Pipeline and complete the required fields.
Click to continue.
Congratulations!
You may move on to the next module.
Start Over
Email Directly
When selecting the Ticket Department, departments not yet active in HubSpot will have 'Email Directly' next to their name. If a department says 'Email Directly', you will need to copy them into the email rather than moving the ticket.
Ticket Cards Each ticket is represented as a card and can be opened by clicking on the hyperlinked ticket name.
Activity Shortcut Buttons
The left column includes ticket information, ticket properties, and the ticket's status, subject line, and location. Also in this section are our shortcut buttons which allow us to quickly take notes, send emails, and create follow-up tasks. To customize shortcut buttons, click More. Add, remove and reorder shortcut options.
Ticket Link Each ticket can be opened by clicking on the ticket's blue hyperlinked name.
HubSpot Essentials - Module #4 Tickets 101
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Created on September 20, 2023
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Transcript
Hubspot Essentials Module 4 - Tickets 101
This module will cover the basics of the ticket pipeline, the layout of a ticket, and a few of the most frequently taken actions from within a ticket. Click the blue circle icons to interact with this course.
Accessing the Ticket Pipeline
CRM > Tickets
Click CRM from the left navigation sidebar, and then click Tickets.
Ticket Pipeline Viewing Options
Click to explore the Ticket pipeline views and filtering options
Once complete, click to continue.
Board View Preview
- Each card represents a ticket
and can be opened by clicking on the hyperlinked ticket name.Click to continue.
List View Preview
Click to continue.
Ticket Layout
From within an open ticket, each scrollable column displays information.
Click to continue.
Updating Ticket Status
To change a ticket's status, click the arrow to expand the available status options within the left column of an open ticket. Options vary by department. If moving the ticket to another department, click Move to Another Pipeline and complete the required fields.
Click to continue.
Congratulations!
You may move on to the next module.
Start Over
Email Directly
When selecting the Ticket Department, departments not yet active in HubSpot will have 'Email Directly' next to their name. If a department says 'Email Directly', you will need to copy them into the email rather than moving the ticket.
Ticket Cards Each ticket is represented as a card and can be opened by clicking on the hyperlinked ticket name.
Activity Shortcut Buttons
The left column includes ticket information, ticket properties, and the ticket's status, subject line, and location. Also in this section are our shortcut buttons which allow us to quickly take notes, send emails, and create follow-up tasks. To customize shortcut buttons, click More. Add, remove and reorder shortcut options.
Ticket Link Each ticket can be opened by clicking on the ticket's blue hyperlinked name.