Retroactively assign owner to tickets?

SOLVE
cwinhall
Participant

Hi everyone,

 

In our hubspot we often did not assign tickets to an owner. Therefore in our reports, the unassigned tickets number is disproportionate to actual users.

 

Is there a way to retroactively assign tickets to the user that last made an action on that ticket? (EG Closed the ticket)?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer

Hi @cwinhall,

 

Yes and no. These are the options for assigning ownership: https://knowledge.hubspot.com/ads/connect-your-linkedin-ads-account-to-hubspot

 

There isn't any option to assign ownership based on who last interacted with a record, unfortunately. You'd have to go through each record manually or – if there is another identifier stored in a default ticket properties – use that for bulk editing or workflow enrollment, e.g. all contacts who should be assigned to owner A always have value B for property C, so you can filter for value B and bulk-assign these tickets to owner A.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Hall of Famer

Hi @cwinhall,

 

Yes and no. These are the options for assigning ownership: https://knowledge.hubspot.com/ads/connect-your-linkedin-ads-account-to-hubspot

 

There isn't any option to assign ownership based on who last interacted with a record, unfortunately. You'd have to go through each record manually or – if there is another identifier stored in a default ticket properties – use that for bulk editing or workflow enrollment, e.g. all contacts who should be assigned to owner A always have value B for property C, so you can filter for value B and bulk-assign these tickets to owner A.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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