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RyanAreaten
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Member since ‎Jul 5, 2023
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MMaurer on May 17, 2023
Duplicates showing on advanced reports using multiple data sources (contacts, companies, deals)
I'm working with a client who uses 2-3 data sources on their custom dashboard reports (contacts, companies, deals) in order to pull in the fields/data they want. But the problem is, when they go to export, the report shows duplicate data. It doesn' read more
Reply Discussion Dashboards
0 upvote
2 Replies
RyanAreaten
Participant
November 07, 2023
Hi @elizheleva - I've been struggling with the same issue. Our use case is that we need to show in a single report the following -All open deals ...read more
r2davis3 on September 14, 2017
Start a sequence on behalf of another HS user
After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).
Reply Idea Sequences
454 upvotes
176 Replies
RyanAreaten
Participant
October 09, 2023
Just sharing what I did as a workaround. (might work or not with the rest of us here). Note: For our use case, we only have one person doing sales s...read more
r2davis3 on September 14, 2017
Start a sequence on behalf of another HS user
After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).
Reply Idea Sequences
454 upvotes
176 Replies
RyanAreaten
Participant
October 09, 2023
Just sharing what I did as a workaround. (might work or not with the rest of us here). Note: For our use case, we only have one person doing sales s...read more
KClark90 on September 27, 2022
METING FEATURE: HOW DO I ADD TIMES OUTSIDE 9 TO 5 BUSINESS HOURS?
Creating a meeting page. I cant find how to set available times outside of working hours. The latest I can set start time and end time is 4:45pm. I need to be able to set events from 6-8 but cant find out how. Help please!
Reply Discussion Starter
0 upvote
3 Replies
RyanAreaten
Participant
July 30, 2023
Hi Chris, Is there a way to add available time slots during 'off-hours' of the user, as well as 'weekends' slots too? I tried the same exact sugge...read more
beckyschaen on November 16, 2017
Reminder emails for overdue tasks
Our users using Hubspot CRM free and Sales need the ability to receive a reminder email for overdue tasks. As sales people, they are very busy and the original reminder email gets lost in their inboxes and they often forget about their tasks. If read more
Reply Idea Tasks
73 upvotes
16 Replies
RyanAreaten
Participant
July 17, 2023
Where are we at now with this basic need that should be implemented as a native functionality? Our use case is the CEO himself wanted to be reminde...read more
beckyschaen on November 16, 2017
Reminder emails for overdue tasks
Our users using Hubspot CRM free and Sales need the ability to receive a reminder email for overdue tasks. As sales people, they are very busy and the original reminder email gets lost in their inboxes and they often forget about their tasks. If read more
Reply Idea Tasks
73 upvotes
16 Replies
RyanAreaten
Participant
July 17, 2023
Where are we at now with this basic need that should be implemented as a native functionality? Our use case is the CEO himself wanted to be reminde...read more
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