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      How to create a new ticket in Hubspot

      Create a new ticket from the tickets

      • In your HubSpot account, navigate to CRM > Tickets.
      • In the upper right, click Create ticket.
      • In the right panel, enter your ticket details. If you want to customize The following fields are required by default:
        • Ticket name: Property # - Email topic example: 3500 - Maintenance hold 
        • Pipeline: assign this ticket to a specific ticket pipeline > Property agents
        • Ticket status: NEW
        • Ticket description: This is not the email to owner. This is a small note summarizing the ticket. 
      • To associate a company or contacts with the ticket, click the Company and Contact dropdown menus, then search for the company or contacts or type in the owners name.

       

      ticket-create-sidebar-associate
       
      •  Once you've selected Create, you need to send an email the owner within the ticket. 
       
      • The email subject  needs to match the ticket name
      • The ticket needs to come from ACTIONITEM@ACMEHOUSECO.COM