Tickets & Conversations

GeoffreyScott
Membre

Create new contact when creating new ticket?

Résolue

If I'm fielding a customer service call from an unknown contact, but current business customer (think store owner for multi-store brand), is it possible to create a new contact in a ticket? I do not have HS call integration. 

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1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Create new contact when creating new ticket?

Résolue

Hi @GeoffreyScott,

 

Yes, you can add new contacts to a ticket at any time – either by associating an existing contact or by creating a new one right in the sidebar of the ticket:

 

add-contact.gif

 

All information shown is fictional.

 

Hope this helps!

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

Beratungstermin mit Karsten vereinbaren

 

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2 Réponses
webdew
Guide | Partenaire solutions Diamond
Guide | Partenaire solutions Diamond

Create new contact when creating new ticket?

Résolue

Hi @GeoffreyScott ,
yes you can associate a new contact to an existing ticket.
Click ticket name > On the left side on contact tab, click +Add > Click Associate new tab and creae a n contact 

webdew_0-1624454448620.png

 

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

0 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Create new contact when creating new ticket?

Résolue

Hi @GeoffreyScott,

 

Yes, you can add new contacts to a ticket at any time – either by associating an existing contact or by creating a new one right in the sidebar of the ticket:

 

add-contact.gif

 

All information shown is fictional.

 

Hope this helps!

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.