Understanding the relationship between conversations and tickets
Oct 15, 2019 7:24 PM
I'm new to hubspot and looking for best practices.
We are trying to keep the conversation inbox as clean as possible.
At first glance, If we create a ticket, it keeps the conversation alive and makes the inbox really difficult to navigate.
Ideally, We would like to move conversations into ticketing and not see the conversations unless we click on the tickets. Once the ticket is resolved, the conversation would also be closed.
I suppose I could create the ticket and close the conversation, but not sure how hubspot would handle this.
How do you deal with this and what are your thoughts on the best way to keep the convo box clean?