Support Report for contacts not attached to Deal Records?

SOLVE
LHaselhuhn
Participant

Is it possible to run a report to see any email addresses/contacts that have sent in support tickets but are not attached to a deal record?

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Accepted Solutions
karstenkoehler
Solution
Hall of Famer

Hi @LHaselhuhn,

 

A report is not needed here, you can access this information with a simple active contact list (Menu > Contacts > Lists > Create list > Active list) and the following filters:

 

karstenkoehler_0-1637262652568.png

 

Associated deals can be found under Contact properties, the second criterion is Create date under Ticket properties.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer

Hi @LHaselhuhn,

 

A report is not needed here, you can access this information with a simple active contact list (Menu > Contacts > Lists > Create list > Active list) and the following filters:

 

karstenkoehler_0-1637262652568.png

 

Associated deals can be found under Contact properties, the second criterion is Create date under Ticket properties.

 

Best regards!

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.

View solution in original post

LHaselhuhn
Participant

Hey Karsten, thank you so much for your help here! Unfortunately, I'm not able to locate the Contact associated to ticket Option. 

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