Hub

What's The Request?

Category, priority, and context

4/7
About This TicketPRIMARY

Subject, description, source, priority, category

Customer SentimentPRIMARYCUSTOM

Positive, Neutral, Frustrated, Escalated

Actions BarCUSTOM

Quick actions: Reply, Add Note, Change Status, Assign

SLA Status

First response time, resolution time, SLA compliance

Where Are We?

Status, conversation, and resolution progress

Conversation TabPRIMARY

Full conversation thread - customer messages and agent responses

Pipeline StagePRIMARY

Current status: New → Triaged → In Progress → Waiting → Resolved → Closed

What's Connected?

Who, what service, and related work

4/8
Contact AssociationPRIMARY

Who submitted this ticket - the requester

Service AssociationPRIMARYCUSTOM

What Service does this ticket relate to?

Company Association

The organization context for this request

Appointment Association

If ticket addressed in a session
👥 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