The company I work for that uses Hubspot does a lot of intake of calls and support for the program. We are finding when working on an item and have to take a call that there are only two options.
1. We close the item we are working on, go to services, and then create a ticket.
2. We always have a second or third or more tabs open to keep information flowing.
I personally work on multiple teams where I may need to create a service ticket for a multitude of items that can come up while I’m working on updating contacts or companies.
What others thoughts on a quick Service Ticket button or a Quick Add button that can dropdown and choose Ticket, Contact or Company?