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FAQ
Below are some commonly asked questions and commonly experienced issues, along with tips and suggestions that may provide a resolution.
How do I personalize my profile and email signature in HubSpot?
How do I locate the Ticket pipeline?
From the left navigation bar, click CRM then click Tickets from the list.
Who can see notes in HubSpot?
Internal notes are visible to anyone with access to the corresponding ticket or contact record. Notes remain visible to future staff members with appropriate permissions.
I need additional access or permissions in HubSpot. Who can help?
Please consult with your manager. If necessary, the manager to submit an access request form. More information can be found
. How do I create a new ticket?
If available, please use your department-specific or consult with your department leadership for best practices. Do not use the ‘Create Ticket’ button.
Should I integrate my staff Gmail into HubSpot?
No, staff members should not link staff Gmail accounts to HubSpot.
Why am I getting so many HubSpot email notifications?
Email notifications can be turned off. All staff members should complete the required notification setup linked
. I do not have the HubSpot tile on my Okta dashboard. Who can help?
When logging in, I am asked for a code. Where is my email code?
This code will be sent to your staff Gmail. Please check your Spam and Trash folders for your email code. Note: it can take a few minutes to receive this email. A new code is generated each time you click the 'send code' button.
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.