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Internal MediRoutes - How to update or create contact on a Support Ticket on HubSpot

Check HubSpot Contact area first, to make sure contact does not already exist. If they exist, then associate the ticket with new contact, and if this is a Different Phone number than on contact, add phone in Mobile Phone area on correct contact.

A) Service > Tickets

B) Click the 'Ticket Name'

create contact

C) Hover mouse over contact information on the right, click 'preview'

D) Edit First and Last Name

E) Update Email

*If email is already connected to another contact, 'save' without email, and go to 'Contacts > Contacts.' Search for the contact you created, and merge duplicate contacts.

F) Update company

G) Make sure Lifecycle status set to Customer