Tickets & Conversations

LHaselhuhn
Participant

Support Report for contacts not attached to Deal Records?

SOLVE

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?

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

Support Report for contacts not attached to Deal Records?

SOLVE

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
LHaselhuhn
Participant

Support Report for contacts not attached to Deal Records?

SOLVE

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

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Support Report for contacts not attached to Deal Records?

SOLVE

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
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.