How to Set Up Ticket Pipeline
A ticket pipeline in HubSpot is a structured framework used to manage customer service requests and support interactions. It allows teams to track the status of tickets as they progress through various stages.
How to Set Up a Ticket Pipeline in HubSpot
Setting up a ticket pipeline in HubSpot involves several straightforward steps. Here’s how to do it:Access the Settings
- Log into your HubSpot account.
- Click on the settings icon in the main navigation bar.
Navigate to Tickets
- In the left sidebar menu, go to Objects and click on Tickets.
Create a New Pipeline
- Click on the Pipelines tab.
- From the Select a pipeline dropdown menu, choose Create pipeline.
- In the dialog box that appears, enter a name for your new pipeline and click Create.
Customize Ticket Statuses
- After creating your pipeline, you can customize the ticket statuses:
- Select the newly created pipeline from the dropdown menu.
- Click on the + Add another status option under existing statuses.
- Enter a name for your new status and choose whether it should be marked as Open or Closed in the corresponding column.
- You can reorder or delete existing statuses as needed.
Save Changes
- Once you have finished customizing your statuses, click Save at the bottom left corner of the screen.
Customize Properties (Optional)
- If desired, you can customize ticket properties for specific statuses:
- Hover over a status row and click on Edit properties.
- Select which properties should be presented when tickets reach that status and indicate if they are required.
- Click Next, then Save to finalize these settings.