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SWilsonA4u
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Member since ‎May 28, 2020
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Stuart Wilson

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Activity

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
335 upvotes
94 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
59 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 10, 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
SWilsonA4u on June 10, 2022
Enrolling a Quote to a Workflow
I'm looking to create a workflow that enrols a quote but only a quote that is created using a specific quote template. For example, if I had a quote template set up specifically for quoting Design Work I only want the workflow to enrol quotes that read more
Reply Discussion
0 upvote
2 Replies
SWilsonA4u
Top Contributor
June 13, 2022
Hi @BukunmiOdetayo Please let me know if you come across a solution. Most obvious would be if we could select the Quote template, however this...read more
SWilsonA4u on June 10, 2022
Enrolling a Quote to a Workflow
I'm looking to create a workflow that enrols a quote but only a quote that is created using a specific quote template. For example, if I had a quote template set up specifically for quoting Design Work I only want the workflow to enrol quotes that read more
Reply Discussion
0 upvote
2 Replies
SWilsonA4u
Top Contributor
June 13, 2022
Hi @BukunmiOdetayo Please let me know if you come across a solution. Most obvious would be if we could select the Quote template, however this...read more
Dylan on September 01, 2020
Custom object pipelines
Custom objects should have pipelines and a board view to represent the progress of a custom object through a set of stages
Reply Idea Custom Objects
67 upvotes
37 Replies
SWilsonA4u
Top Contributor
May 12, 2022
@ybaptiste Are piplines now enabled for custom objects? I have a plan to develop a custom object but dont want to brief our developers to build on...read more
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