Tickets & Conversations

APatterson9
Participant

Can a service Ticket have a dollar amount associated with it?

SOLVE

We want to have a dollar amount associated with our tickets so we can see the amount lost in our retention tickets and be able to track quoting more efficiently. Is it possible to have this feature in the service hub?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can a service Ticket have a dollar amount associated with it?

SOLVE

Hi @APatterson9,

 

Have you considered adding a custom number property (formatted as currency) and adjusting the ticket card accordingly? That would be the quickest way to solve this.

https://knowledge.hubspot.com/properties/create-and-edit-properties

https://knowledge.hubspot.com/object-settings/select-properties-to-show-on-records-in-board-view

 

You could then also build custom ticket reports including this new field.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can a service Ticket have a dollar amount associated with it?

SOLVE

Hi @APatterson9,

 

Have you considered adding a custom number property (formatted as currency) and adjusting the ticket card accordingly? That would be the quickest way to solve this.

https://knowledge.hubspot.com/properties/create-and-edit-properties

https://knowledge.hubspot.com/object-settings/select-properties-to-show-on-records-in-board-view

 

You could then also build custom ticket reports including this new field.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes