How to create Support tickets on behalf of customers

This article is for anyone creating a ticket on behalf of a customer, ensuring that company and contact info are logged on the ticket correctly.

• On Company record in HS: Scroll down to Tickets on the right side of screen --> Click Add
  • Enter a brief name/description for the ticket (what does the customer need?)
  • Change Pipeline to Product Support
  • Leave Status as Needs First Response
  • Select a relevant Category
  • Select Priority
  • Fill out Ticket Description with as many details as possible regarding the question or issue
  • Select Create Date as today (no need to fill out High Priority Timestamp)
  • Search for the org contact in Contact field, check the box
  • Click Create
  • The ticket will then appear. On the left side of the screen, change Ticket Owner to “No Owner” and click Save