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desilvakai
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Member since ‎Jun 2, 2020
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Kai deSilva

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nathanparis on May 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Reply Idea Contacts & Companies Workflows
345 upvotes
107 Replies
desilvakai
Member
September 02, 2021
This definitely needs to be included in workflow abilities. Creating any sort of engagements on a record.
ManuelC on January 14, 2020
Approval Process for new file uploads
We would like to put a media asset database inside HubSpot to use it internatioanlly (we have 19 subsidiaries), using the files feature. To ensure good care of this platform, we need an approval process, so the Super Admin gets a notification after read more
Reply Idea File Manager Sales Documents
15 upvotes
7 Replies
desilvakai
Member
August 28, 2020
We need granular file permissions. Even with training, users consistently upload files to the root folder and the system gets cluttered. Agreed on fi...read more
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