Hubspot
      Back to home
      1. Best Practices & Standard Operating Procedures
      2. System How to's
      3. Hubspot

      Ticket use - Merge tickets

      how to merge tickets in hubspot

      https://knowledge.hubspot.com/tickets/merge-tickets

        • Contacts: In your HubSpot account, navigate to CRM > Contacts.
        • Companies: In your HubSpot account, navigate to CRM > Companies.
        • Deals: In your HubSpot account, navigate to CRM > Deals.
        • Tickets: In your HubSpot account, navigate to CRM > Tickets.
        • Custom objects: In your HubSpot account, navigate to Contacts > [Custom object]. If your account has more than one custom object, hover over Custom Objects, then select the custom object you want to view.
      • Click the name of the record that will be considered your primary record.
      • In the left panel, click the Actions dropdown menu, then select Merge.

       

      merge-record

       

      • In the dialog box, click the dropdown menu, then search for and select the record to merge into the primary record.

       

      merge-dialog-box

       

      • Once you've selected your secondary record, click Merge.