Hub

What's The Request?

Category, priority, and context

4/7
Request Type DetailPRIMARYCUSTOM

Detailed categorization: How-To, Configuration, Bug, Feature Gap

Product AreaPRIMARYCUSTOM

Which area of your offering is involved

Ticket Category

Question, Issue, Bug, Request, Feedback

Customer SentimentCUSTOM

Positive, Neutral, Frustrated, Escalated

Where Are We?

Status, conversation, and resolution progress

Resolution TypePRIMARYCUSTOM

How resolved: Answered, Fixed, Workaround, Escalated, Out of Scope

Root CausePRIMARYCUSTOM

User Error, Configuration, Bug, Documentation Gap, Feature Gap

Knowledge Article CreatedPRIMARYCUSTOM

Did this ticket spawn a knowledge base article?

What's Connected?

Who, what service, and related work

3/8
Knowledge Article LinksPRIMARYCUSTOM

KB articles used in resolution

Company Association

The organization context for this request

Product Association

What Product is involved?
👥 Customer View Primary 💰 Revenue View Supporting 🧠 Business Context Supporting ⚡ Team Enablement Primary
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Associations

How tickets connect to other records in HubSpot

Value Path Configuration

Configure each stage of the customer journey

Implementation Patterns

Common patterns and best practices