Log into your HubSpot account.
Head over to the "CRM" tab in the main navigation bar. This is where you'll manage all your customer support activities.
In the CRM section, click on "Tickets." This will take you to the Tickets dashboard where you can view and manage all your tickets.
To create a new ticket, click the “Create ticket” button. This is usually located at the top right of the Tickets dashboard.
A form will pop up where you can enter the ticket details:
Ticket Name - Give your ticket a descriptive name.- Pipeline and Stage - Select the pipeline and stage for the ticket. This helps you track the ticket’s progress.
- Priority - Set the priority level (e.g., High, Medium, Low) to prioritise the ticket accordingly.
- Source - Indicate where the ticket originated (e.g., Email, Chat, Phone).
- Description - Provide a detailed description of the issue or request.
You can associate the ticket with specific contacts, companies, or deals in your HubSpot CRM. This helps keep all relevant information connected and easily accessible.
Once you've filled in all the necessary details, click “Save” or “Create” to finalise the ticket. The new ticket will now appear in your Tickets dashboard.