HUBSPOT SERVICE HUB - SUBMITTING A TICKET ON BEHALF OF A HOMEOWNER

JOB FUNCTIONS Warranty Administrator
SUMMARY This test is to confirm that warranty team members can submit tickets on behalf of the customer and link that ticket to the customer account.
PRE-CONDITIONS
  • The tester has login access to https://app.hubspot.com/
  • The tester has the right user permissions set up
ASSUMPTIONS
  • Homeowner information is correct
  • NSE -> HubSpot integration is operational

 

TEST CASE STEPS:

  1. Log into HubSpot as a Warranty Team Member
  2. Navigate to the contact you want to create a ticket for.
  3. Navigate to tickets (CRM -> Tickets)
  4. Press Create Ticket (top right):
    • Follow prompts to create the ticket.
    • Choose the homeowner contact in the Associate ticket with box.
    • Submit the Ticket.
  5. Open the ticket and confirm that it is populated with data correctly
  6. Assign the ticket to a warranty technician
  7. Warranty technician to confirm notification in HubSpot

EXPECTED RESULTS:

  1. Tester can create ticket on behalf of homeowner
  2. Homeowner receives ticket submission details

 

Below is the DATA seen while executing testing:

  1. Ticket Data
  2. Homeowner Data

See below table for DATA specific to your Region/Business Unit:

Colin Cordero Colin.HomeownerStreetSide@qualico.com 200  6951 204 Street
Patricia LaFrance Patricia.HomeownerStreetSide@qualico.com 201  6951 204 Street
Robert Steininger Robert.HomeownerStreetSide@qualico.com 202  6951 204 Street
Jason Gillis Jason.HomeownerStreetSide@qualico.com 203  6951 204 Street
Jamie Howden Jamie.HomeownerStreetSide@qualico.com 204  6951 204 Street