Profile

RBozeman
Participant
Member since ‎Dec 30, 2021
Message
  • solutions
    37
  • Replies
    148
  • Upvotes Given
    2
  • Upvotes Received
    94
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Ryan Bozeman

This user hasn't created a bio yet. Edit your own profile here!

Activity

RBozeman
Participant
October 24, 2024
Reply to Add 'Lead Status' changes in Customer Journey steps
Just to clarify — are you primarily concerned with having accurate customer journey reporting or ensuring the lead stage is correct and automaticall...read more
RBozeman
Participant
October 24, 2024
Reply to Archive Contacts and Companies
Using filters and lists, you can identify and clean up low-value records. For example, you can create an active list in HubSpot that filters contact...read more
RBozeman
Participant
October 24, 2024
Reply to User permissions for bulk delete by object
One way to handle this would be to export a list of records that meet your deletion specifications and have an approval process for those. Then, som...read more
RBozeman
Participant
September 19, 2024
Reply to Automatic ticket associations
Hi @Ron-IS , Wanted to update you here that this can now be done out of the box using HubSpot Workflows. You can read more about associations in Wor...read more
RBozeman
Participant
September 19, 2024
Reply to Associating tickets that are both associated to the same deal
@Hi @KSimpson2007 , As Karsten said, this could be done using HubSpot Workflows in the manner that he described. But since there is no default ...read more
RBozeman
Participant
September 18, 2024
Reply to Duplicate contacts under different emails
Hi @JStowe5 , Thanks for mentioning Insycle @karstenkoehler . I work for them and just wanted to provide some more context. Insycle's Merg...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.