HubSpot Ideas

GIlievski

Ticket approval process

We would like to be able to have a ticket approval process set up. When a ticket enters a certain status it would be good to have a certain amount of users that can approve this. 

At the moment there is a Deal approval process and it would work the same for Tickets.

The only thing I would add to this approval process would be conditional approval on the status. That means that approval would be needed on a status if a Ticket meets certain criteria. This can be filtered on certain properties. The most useful filter would be Ticket Tags.

Ex. Ticket Pipeline - Support Pipeline
Pipeline Statuses - Received, In Review, Assessment, Approval, Closed.
When the Ticket gets to Approval there are 2 options.
IF Ticket Tag contains "Warranty" Approval is needed
ELSE Ticket Tag contains "Service" or "Modification" Approval is NOT needed