COLLECTED FORMS: NOTIFICATION SETTINGS should only be managed by ADMINS!

NOTIFICATION SETTINGS should only be managed by ADMINS

The basic user should NOT be able to alert themselves from website forms.

 

REASON BEING: In sales is important to keep people in the territory or accounts from taking leads from others.  We found out about this today because 2 people call the customer when they filled out our Contact us form on our website.   It only should of been 1 person.  I noticed there 4 people receiving notifications!--They merely added their email to the settings function. 

 

BOTTOM LINE: Any website forms should only alert the admins or people they choose to receive notifications....NOT the Basic Sales or Marketing Permission users.

 

You can change permissons https://knowledge.hubspot.com/articles/kcs_article/settings/hubspot-user-roles-guide    BUT once you eliminate the Form Notification feature.  They wont be able to do their basic job.  

 

Hubspot needs to view it the other way around.  COLLECTED FORMS need to be REMOVED from the everyone except admins.

 

Thanks and please escalate.  Otherwise you have people fighting over leads that should be managed by an Admin or who they specifically assign.  

0 Upvotes
HubSpot updates