Reassign HubSpot Tickets During PTO
Before PTO, update the Support User for each account manager you support so tickets route to the person covering for you. Change it back when coverage ends.
How to update the Support User
- Search for the account manager in HubSpot.
- Open the Singer account manager contact.
- Scroll to Support Routing.
- Change the Support User to the covering associate.
- When coverage ends, change it back to the original support associate.
Open the full HubSpot Ticket Delegation instructions