Hadar is a Customer Success Manager here at HubSpot. She's recording from HubSpot HQ in Boston, MA. She works with some of our most sophisticated customers, and one tool they’re not always utilizing is Tickets (which are available to all companies using HubSpot). She wants to know -- how are you using Tickets creatively to enable your internal teams?
We have started to use tickets for our sales team to flag duplicate accounts. We don't like to promote the ability for our sales team to merge records in HubSpot because we have run into a good amount of issues with properties being unintentionally changed through the merge. It's very beneficial for them to be able to associate the ticket with the duplicate profiles in question, and that makes it easier for us to follow-up and look at the right records without having to search for them.
We also have a separate system that manages all agreements, payments and check-ins for our physical locations, and the sales team does not have the ability to merge in that platform - but by creating the ticket in HubSpot, it gives our home office team the ability to make sure both platforms remain synced after the merge.
