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NTurley
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Member since ‎Aug 23, 2024
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Nicole Turley

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NTurley on January 14, 2025
CRM users should able to select and add contacts to a list from within a task tab
Teams who use the CRM and task features should be able to select some or all contacts in tasks tabs such as "overdue tasks", and add them to a list. Better yet, be able to enroll them in a sequence from there, but first and foremost adding them to read more
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NTurley on January 14, 2025
Why can't we create a list from the contacts in the overdue tasks tab?
Unless I'm completely oblivious to how to do so, it seems like within the "overdue tasks" tab, you cannot select all and add these contacts into a list. Please HubSpot, I need to be able to do this!!!
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NTurley
Participant
August 27, 2024
Reply to How to allow a report to export contacts to a list
I think I cracked the code everyone! This had nothing to do with the settings within the report, but the type of report. When we go to create a rep...read more
NTurley
Participant
August 26, 2024
Reply to How to allow a report to export contacts to a list
I am not the super admin, no. I am able to "Use in list" on other reports, so I just can't figure out what distinguishes a report from being able to ...read more
NTurley
Participant
August 26, 2024
Reply to How to allow a report to export contacts to a list
Thanks! The report appears to be contact-based, the data sources are "contacts" and "activites" , and the pulled data when clicking into the report i...read more
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NTurley on August 23, 2024
How to allow a report to export contacts to a list
When creating reports on a HubSpot dashboard, my end goal is to be able to export those identified contacts to a list. Sometimes a report does not have this option (it's usually in the top right, titled Use in list ). Why do some reports have this read more
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