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SColemanRTR
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Member since ‎Aug 30, 2023
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Sydney Coleman

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Participant
January 17, 2024
I can't believe this was suggested so long ago and still hasn't been implemented. Having a "today's date" calculation seems really simple and would...read more
Solved
SColemanRTR on November 30, 2023
We are a real estate company looking for a way to notify clients on a certain subscription list when a new property becomes available. For example, our sales team often talks to clients who want a very specific property type. We will then add them read more
Solved
SColemanRTR on September 18, 2023
Hello! I hope that this all makes sense and that a solution exists. We are trying to automate a process in which we make a warm client handoff to one of our external partners through an email introduction. We have built out the email template an read more
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Participant
August 31, 2023
This is critical to our business's CRM functionality. If we can't figure out a workaround then a large part of our reporting is shot. PLEASE, Hubspot...read more
Participant
August 31, 2023
Thanks for the reply! The custom report builder still doesn't give us quite what we're needing, and HS Support actually confirmed that this exact fun...read more
SColemanRTR on August 30, 2023
Hello all! We have recently migrated our inventory from "deals" to a custom object called properties. Because of the migration, we are having to rebuild most of our reports. However, it looks like a lot of the fields and filters that we were usi read more
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