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nm2
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Member since ‎Feb 19, 2020
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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Maya Newman

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mb20 on December 11, 2020
Locking Forms
We need to be able to lock some forms so that they are uneditable for large teams. This would be a great feature.
Reply Idea Forms
2 upvotes
1 Reply
nm2
Participant
March 10, 2021
Completely agree! Beyond forms - the ability to lock workflows, landing pages, properties and more would be a great feature.
Jennyhardman on April 27, 2017
How to track referals
I am looking for a CRM system that will allow me to run an affiliate scheme. Basically we are a business consultancy and when we get a referral we pay a referral fee to the person who has referred them. We need a way to track who has refe read more
Reply Discussion
26 upvotes
18 Replies
nm2
Participant
February 26, 2021
Hi there! I have set this up for my company - we have a number of people who refer business and have developed a way to capture and track using f...read more
KevinFMTV on June 28, 2019
Allow workflows to delete or mark tasks complete
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more
Reply Idea Workflows
442 upvotes
137 Replies
nm2
Participant
July 15, 2020
Great idea! This will support sales and also post sales efforts! Trigger to set the status of the task as complete would be awesome! Even if thats ju...read more
nm2 on June 09, 2020
Notification when team creates (or modifies) a new property
Hi! Would be amazing if Hubspot can set up notifications for changes that happen internally for the team by those with access. For example: - when a new property is created - when a new pipeline or deal stage is created Most important is n read more
Reply Idea Users & Teams & Permissions
12 upvotes
2 Replies
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