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Creating a Contact in Tickets - Make it Easier?

EllyseLazarock
EllyseLazarock
Occasional Contributor

‎01-22-2019 03:33

My team has difficulty creating a new contact when they are on the phone with a customer, and the customer does not exist in HubSpot already. 

We are looking for an easier way to do this from the 'Create a ticket' window.

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2 Replies 2
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HubSpotMaster
HubSpotMaster
Advisor

‎01-23-2019 11:33

@EllyseLazarock  Since they are creating a ticket, is the company already in your HubSpot and your simply looking to have it add the contact to the company? 

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EllyseLazarock
EllyseLazarock
Occasional Contributor

‎01-23-2019 01:57

No - this would be a new company, new contact entirely.

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