HubSpot allows you to add notes to tickets directly from your smartphone, facilitating communication and collaboration between team members.
In this section we look at how to mention a colleague or team member using the ‘@’ function.
How to mention someone in a note
- Access the ticket:
- Open the HubSpot app on your phone and select the ticket you wish to work on.
- Add a note:
- Within the ticket, scroll down to the Notes section and tap Add Note.
- Write the note and mention someone:
- In the text field, write the details related to the ticket.
- To mention someone, type the ‘@’ symbol followed by the first letters of the colleague's name.
- A list of people will be displayed: select the desired person.
Example: Type: ‘@Gianluca Giorgini’ to mention the colleague.
- Add attachments or additional details (optional):
- You can attach images (such as a photo of a paper report) by clicking on the attachment icon.
- Save the note:
- Tap the Save button in the top right corner to confirm your note and make it visible on the ticket.
What happens next?
- The person mentioned will receive an email notification and will be able to reply or take action on the ticket.
- All details will be visible in the ticket history, making communication transparent and traceable.
Note: This function is particularly useful for reporting important updates or asking for feedback from a colleague.
