HubSpot Ideas

SamuelBanks

Associate Line Items to Tickets

Hey HubSpot

We are strong advocates of the Products/Line Items feature in HubSpot and offers great context behind deals. 

What we're finding with clients and ourselves alike, is the functionality request to be able to associate Products to Tickets. This is often because someone may raise a ticket that corresponds to products or services bought and it would be great to have the Customer Success team get visibility of this. 

Now, we know we can access this via deals, but in some cases we want to restrict the Customer Success team's access to deals as it may be overwhelming if they're adopting HubSpot for the first time. 

As we can import data into Products as it's own object, it would be good to be able to associate them with the other standard objects as well. 

Thank you
Sam

24 Commentaires
NellieCT
Membre

+1 fpr our organisation and its international branches.

Ninja
Membre

Must have! Currently, we do not have an option to link line items or the quotes to a Ticket!! 

k1m
Membre

Yup, we use Tickets for managing call outs and services. There are parts & accessories that we are supposed to be able to add to a ticket. But this seems to not be the case. Almost everything we were promised we could do easily by HubSpot Sales when we signed is a workaround and not that great. We can't even associate Tickets with Invoices.... never mind Products.

 

 

 

Eddithor
Participant

The product library would be so much more valuable if it could be used to support Tickets as well as Deals. If we already have a detailed product library which is being maintained and updated, it would be nice to be able to leverage that data when an agent is providing support. Ideally, I'd like to be able to associate a product as being the subject of a ticket, and also to be able to associate it as a line item ordered for replacement, but there's ways to work around that if we can't have both association types.