Once you've created tickets in HubSpot, you can use them to keep your service operations running smoothly.
Manage your tickets
Your tickets dashboard (Service > Tickets) lets you manage all of your tickets in one place. You can customize your dashboard views using the left sidebar.
You can switch between two default dashboard views using the tabs in the top left.
- The Table view lets you see a detailed list of your tickets and ticket properties.
- The Board view organizes your tickets into lists by status so that you can visualize the state of your tickets queue. In this view, you can drag and drop tickets to move them to a new ticket status.
View your ticket details
Hover over a ticket and click Preview to see the ticket details to the right. Here you'll see your default ticket properties and any associated contacts, companies, deals or attachments.
Click View profile to open the ticket record. You can also click the name of a ticket in the dashboard to go directly to the full record.
At the top of the ticket record you'll see the ticket name, how long it's been open, and its current status in the pipeline. Click the current status to move the ticket to a different status in your pipeline. Click the Actions drop down menu to delete the ticket or change your notifications.
On the right side of the record, you'll see an interaction box where you can write notes, send emails, create tasks, and schedule calls or meetings. Any activity you choose to complete will appear on the timeline below.
Additionally, you can associate your ticket with other records in your CRM to keep relevant details within reach:
- Click Add a company or Add a contact to associate this ticket with an existing record.
- Click Add deal to associate this ticket with an existing deal or click Create deal to create a new deal to associate with this ticket.