How to Manage and Organize Tickets in HubSpot

First, log in to your HubSpot account using your email address and password. If you don't have an account, sign up for a free trial or register for a paid plan.

Once you're logged in, click on the "Service" tab located in the top navigation bar. This will take you to the Service Hub, where you can manage support tickets and other customer service-related tasks.

In the Service Hub, click on the "Tickets" option in the left sidebar to access the tickets section. This is where you'll be able to view, manage, and organize support tickets for your customers.

In the tickets section, you can customize ticket views to better organize and prioritize tickets. Click on the dropdown menu next to "All Tickets" to see the available views, such as "My Tickets," "Unassigned Tickets," and "Recently Updated Tickets." To create a custom view, click on the "Add filter" button and choose your desired filters, such as ticket status, priority, and type. Click on the "Save view" button, enter a name for your custom view, and click "Save."

To assign a ticket to a team member, click on the ticket to open its details. In the ticket details, click on the "Assigned to" dropdown menu, and select the team member who will be responsible for handling the ticket. This will help ensure that tickets are distributed among your team members for efficient resolution.

In the ticket details, you can add notes, tasks, and send emails related to the ticket to keep all communication and action items in one place. Use the right sidebar in the ticket details to add notes, create tasks, or send emails directly from the ticket.