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Pipeline Ticket Process in HubSpot

This article will go through the process of the ticket Pipeline in HubSpot and how to utilize it to optimize Service Level Agreements.



Example Pipeline in Service → Tickets → View your Tickets on Board (see arrow)

Filter Definitions:

  • Search ID, name or description - In this search box you can look for a specific ticket by ticket ID, name of sender or description. 
  • Ticket owner - Owner here refers to a team member in Service who is assigned the ticket.
  • Create date - Choose dates of tickets you are working. For example: today, yesterday, this week.
  • Last activity date - This date represents the last time this ticket was worked.
  • Priority - If there is a set priority on the ticket, such as High, Medium or Low, it will be represented here.
  • Advanced Filters - Additional choices to organize the tickets within the Pipeline.
  • Clear All - Use this when you want to clear all filters and begin again.

Pipeline Column Definitions:

  • NEW - INITIAL REQUEST COMING IN BY ANY CHANNEL (EMAIL, CHAT OR PHONE)
  • WAITING ON CONTACT - ADDITIONAL INFORMATION IS NEEDED FROM OUTSIDE AAHA BEFORE WE CAN COMPLETE THE REQUEST
  • WAITING ON US - ADDITIONAL INFORMATION IS NEEDED FROM AN INTERNAL TEAM MEMBER INSIDE AAHA
  • CLOSED - ALL QUESTIONS AND NEEDS HAVE BEEN RESOLVED

If you have any feedback on this article, we would greatly appreciate it if you could send it to liana.jensen@aaha.com.