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SWilsonA4u
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Member since ‎May 28, 2020
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SWilsonA4u on June 29, 2021
How do we send a customer services communication
I may be missing somethind totally here,m but I want to use teh email functionality to build automated customer service emails for currnet under contract clients when certain activity is initiated against a specific deal. The communicatio read more
Reply Discussion Email Deliverability Marketing Email Settings
1 upvote
5 Replies
SWilsonA4u
Top Contributor
September 26, 2023
?? Clearly you havent read my initial question. This appears to be spam.
Solved
SWilsonA4u on June 29, 2021
How do we send a customer services communication
I may be missing somethind totally here,m but I want to use teh email functionality to build automated customer service emails for currnet under contract clients when certain activity is initiated against a specific deal. The communicatio read more
Reply Discussion Email Deliverability Marketing Email Settings
1 upvote
5 Replies
SWilsonA4u
Top Contributor
September 26, 2023
?? Clearly you havent read my initial question. This appears to be spam.
SWilsonA4u on June 06, 2023
Setting Users specific font size in conversation emails
When an individual user responds to an email they are restricted by the font that they can use from the global setting. They can get round this with Templates or snippets that can be customised. The email signature itself can be customised but not t read more
Reply Idea Conversations
1 upvote
0 Reply
caroline_at_hv on May 17, 2017
Reporting based on History of a property
Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report. A report that will give me the number of deals that were read more
Reply Idea Contacts & Companies Marketing Reporting
369 upvotes
104 Replies
SWilsonA4u
Top Contributor
December 15, 2022
@MherfelPCN Definitely another sound reason for having access to property history. I have a couple of ideas for you though that may help as a...read more
DaveConnect on November 11, 2019
Using HubSpot CRM as an Applicant Tracking System (ATS)
Has anyone found a good solution for using HubSpot as an Applicant Tracking System (ATS)? We are a recruitment firm and rather than integrating our current ATS, we would like to see if there is a way to leverage the current CRM to track the candidat read more
Reply Discussion Deals
8 upvotes
62 Replies
SWilsonA4u
Top Contributor
September 29, 2022
Hi @Connorj13 Really interesting read thanks for sharing. I have built an ATS and see a lot of similarities between what you have built and ou...read more
peterluba on June 11, 2022
Tons of custom objects with the same name, search results aren't helpful
Our company is in the education space, and we have a custom object for "Schools." However, many schools have the same or similar names, so when our reps go to search for a school (the custom object), many will show up... And because they don't s read more
Reply Discussion Enterprise
0 upvote
4 Replies
SWilsonA4u
Top Contributor
June 13, 2022
Hi @peterluba I have a possible solution for you, I use it in my database. For our deals our support team have full customisation ability to n...read more
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