HubSpot Ideas

MortenL

Create Contact or Company when creating a Ticket

A ticket can only be associated with an existing Contact - and Company. But we have many users/potential clients of our products that are not registered in the CRM (products that are sold through wholesalers). Therefore it is needed that we can associate a Contact and/or a Company that are not in the CRM to a Ticket. That means same feature as when you associate a Person to a Company or vica verca. Here you choices "Associate existing" or "Associate new".

We need thit for Tickets also!

1件のコメント
DPeacock
メンバー

Agreed. We would like to intake a new contact and simultaneously create the contact and company, and associate them with the ticket.