{"id":101974,"date":"2022-12-16T15:40:52","date_gmt":"2022-12-16T20:40:52","guid":{"rendered":"https:\/\/www.inmotionhosting.com\/support\/?p=101974"},"modified":"2022-12-20T14:36:23","modified_gmt":"2022-12-20T19:36:23","slug":"create-edit-tickets","status":"publish","type":"post","link":"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/create-edit-tickets\/","title":{"rendered":"How to Create and Edit Tickets in HubSpot"},"content":{"rendered":"<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"538\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/tickets-hubspot-crm-1-1024x538.jpg\" alt=\"How to Create and Edit Tickets in HubSpot - header image\" class=\"wp-image-102110\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/tickets-hubspot-crm-1-1024x538.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/tickets-hubspot-crm-1-300x158.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/tickets-hubspot-crm-1-768x403.jpg 768w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/tickets-hubspot-crm-1.jpg 1200w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/figure>\n\n\n\n<p>Creating tickets is a form of contact in HubSpot. It allows you to record interactions that require further action in the form of support, negotiations, or decision-making.\u00a0 Tickets are often associated with support problems, but they can be used for any interaction between you and the client.\u00a0 This benefits your business by providing accurately tracked and recorded issues that help provide timely solutions for your clients.<\/p>\n\n\n\n<p>This tutorial will show you how to create and edit tickets through the HubSpot interface on your WordPress site.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#create\">How to Create Tickets in the HubSpot<\/a><\/li>\n\n\n\n<li><a href=\"#edit\">How to Edit a Ticket in the HubSpot<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"create\">How to Create Tickets in the HubSpot<\/h2>\n\n\n\n<p>Tickets are organized using categories called <em>Pipelines<\/em>.\u00a0 By default, any ticket you enter will be part of the <em>Support Pipeline<\/em>.\u00a0 The creation of different pipelines requires an upgraded HubSpot account.<\/p>\n\n\n\n<p class=\"alert alert-warning\">NOTE: To follow these steps, log<a href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/wordpress\/logging-into-wordpress-dashboard\/\"> into the WordPress Administrator<\/a> Dashboard.<\/p>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>Click on <strong>HubSpot<\/strong> in the main menu of the WordPress Dashboard.<\/li>\n\n\n\n<li>Click on <strong>Contacts<\/strong>.<\/li>\n\n\n\n<li>Clicking on <strong>Contacts<\/strong> opens the drop-down menu. Click on <strong>Tickets <\/strong>in the menu.<\/li>\n\n\n\n<li>Click on <strong>Create ticket<\/strong> in the top right corner.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"321\" class=\"wp-image-101824\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-ticket-1.jpg\" alt=\"Create ticket\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-ticket-1.jpg 1405w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-ticket-1-300x96.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-ticket-1-1024x329.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-ticket-1-768x247.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/li>\n\n\n\n<li>Fill in the <strong>Ticket name<\/strong>.<\/li>\n\n\n\n<li>Click on <strong>Ticket status<\/strong> and select a status from the drop-down menu.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"509\" class=\"wp-image-101977\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-ticket-form.jpg\" alt=\"Create ticket form\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-ticket-form.jpg 1378w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-ticket-form-300x153.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-ticket-form-1024x521.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-ticket-form-768x391.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/li>\n\n\n\n<li>Enter a <strong>description<\/strong> of the issue.\u00a0<\/li>\n\n\n\n<li>Select a <strong>Source<\/strong> of the ticket contact from the drop-down menu.\u00a0\u00a0<\/li>\n\n\n\n<li>Click on the drop-down menu to pick a <strong>Ticket owner<\/strong>.<\/li>\n\n\n\n<li>Select a <strong>Priority<\/strong>:\u00a0 Low, Medium, or High.<\/li>\n\n\n\n<li>Set the <strong>Create date<\/strong>.<\/li>\n\n\n\n<li>Select the <strong>Contact<\/strong> associated with the ticket.<\/li>\n\n\n\n<li>Click the checkbox to add the timeline activity with this contact.<\/li>\n\n\n\n<li>Select the <strong>Company<\/strong> associated with the ticket.<\/li>\n\n\n\n<li>Click the checkbox to add the timeline activity with this company.<\/li>\n\n\n\n<li>Click on <strong>Create<\/strong> or <strong>Create and add another<\/strong> to save your ticket entries.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"edit\">How to Edit a Ticket<\/h2>\n\n\n\n<p>Tickets are often time-sensitive, so it is important to know how to edit a ticket to keep it properly updated. The ticket is organized into three columns.\u00a0 For this tutorial, we use left, middle, and right columns to describe them.<br><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Left column<\/strong> \u2013 ticket properties and recording options as tracked by HubSpot CRM<\/li>\n\n\n\n<li><strong>Middle column<\/strong> \u2013 overview and interactions sorted by communication type<\/li>\n\n\n\n<li><strong>Right column<\/strong> \u2013 contact information, including associated contacts, documents, and related conversations or playbooks<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/ticket-page-1-1024x534.jpg\" alt=\"\" class=\"wp-image-101976\" width=\"1008\" height=\"526\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/ticket-page-1-1024x534.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/ticket-page-1-300x157.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/ticket-page-1-768x401.jpg 768w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/ticket-page-1.jpg 1389w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/figure>\n\n\n\n<p>To edit a ticket:<br><\/p>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>Click on <strong>HubSpot.<\/strong><\/li>\n\n\n\n<li>Click on <strong>Contacts<\/strong>.<\/li>\n\n\n\n<li>Click on <strong>Contacts<\/strong> drop-down menu in the top left corner of the screen.<\/li>\n\n\n\n<li>Scroll down the menu and click on <strong>Tickets<\/strong>. This will open a table listing the existing tickets.<\/li>\n\n\n\n<li>Click on the name of the ticket that you want to edit.<\/li>\n\n\n\n<li>Update the ticket by recording any new interaction involving the ticket issue. The options directly linked with the HubSpot app have icon shortcuts in the left column. Hover and click on the options on the ticket page to make changes or add information.<\/li>\n<\/ol>\n\n\n\n<p>You may log interactions that are not directly associated with HubSpot using the 3-dot icon.\u00a0 For example, you might communicate with a client through a written letter. You would use the option to log postal mail to record the interaction.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"791\" class=\"wp-image-101984\" style=\"width: 700px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/3-dot-icon-log-options.jpg\" alt=\"3-dot icon on Ticket page\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/3-dot-icon-log-options.jpg 525w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/3-dot-icon-log-options-266x300.jpg 266w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><br><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\">\n\n\n\n<p>Tickets are an important communication tool when interfacing with your customers.\u00a0 They provide the interface to record information about issues that the customer may be experiencing and track the interactions that occur to resolve these problems.\u00a0\u00a0<\/p>\n\n\n\n<p>HubSpot allows you to record these transactions and use the history to help provide timely solutions that can be used to help prevent future issues.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Creating tickets is a form of contact in HubSpot. It allows you to record interactions that require further action in the form of support, negotiations, or decision-making.\u00a0 Tickets are often associated with support problems, but they can be used for any interaction between you and the client.\u00a0 This benefits your business by providing accurately tracked<a class=\"moretag\" href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/create-edit-tickets\/\"> Read More ><\/a><\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4553],"tags":[],"class_list":["post-101974","post","type-post","status-publish","format-standard","hentry","category-hubspot"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Create and Edit Tickets in HubSpot | InMotion Hosting<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/create-edit-tickets\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Create and Edit Tickets in HubSpot | InMotion Hosting\" \/>\n<meta property=\"og:description\" content=\"Creating tickets is a form of contact in HubSpot. It allows you to record interactions that require further action in the form of support, negotiations, or decision-making.\u00a0 Tickets are often associated with support problems, but they can be used for any interaction between you and the client.\u00a0 This benefits your business by providing accurately tracked Read More &gt;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/create-edit-tickets\/\" \/>\n<meta property=\"og:site_name\" content=\"InMotion Hosting Support Center\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/inmotionhosting\/\" \/>\n<meta property=\"article:published_time\" content=\"2022-12-16T20:40:52+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-12-20T19:36:23+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/tickets-hubspot-crm-1-1024x538.jpg\" \/>\n<meta name=\"author\" content=\"InMotion Hosting Contributor\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@https:\/\/twitter.com\/InMotionHosting\" \/>\n<meta name=\"twitter:site\" content=\"@InMotionHosting\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"InMotion Hosting Contributor\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/create-edit-tickets\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/create-edit-tickets\/\"},\"author\":{\"name\":\"InMotion Hosting Contributor\",\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/#\/schema\/person\/8d626175dd3b70ee90a172bdb09a460b\"},\"headline\":\"How to Create and Edit Tickets in HubSpot\",\"datePublished\":\"2022-12-16T20:40:52+00:00\",\"dateModified\":\"2022-12-20T19:36:23+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/create-edit-tickets\/\"},\"wordCount\":585,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/create-edit-tickets\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/tickets-hubspot-crm-1-1024x538.jpg\",\"articleSection\":[\"HubSpot\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/create-edit-tickets\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/create-edit-tickets\/\",\"url\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/create-edit-tickets\/\",\"name\":\"How to Create and Edit Tickets in HubSpot | InMotion Hosting\",\"isPartOf\":{\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/create-edit-tickets\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/create-edit-tickets\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/tickets-hubspot-crm-1-1024x538.jpg\",\"datePublished\":\"2022-12-16T20:40:52+00:00\",\"dateModified\":\"2022-12-20T19:36:23+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/create-edit-tickets\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/create-edit-tickets\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/create-edit-tickets\/#primaryimage\",\"url\":\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/tickets-hubspot-crm-1.jpg\",\"contentUrl\":\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/tickets-hubspot-crm-1.jpg\",\"width\":1200,\"height\":630,\"caption\":\"How to Create and Edit Tickets in HubSpot - 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