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LHamilton
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Member since ‎Mar 3, 2021
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Luke Hamilton

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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
LHamilton
Member
March 03, 2021
Here is a post I submitted today although I think I will be directed to use a third party document integration solution to meet this need. Fingers ...read more
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LHamilton on March 03, 2021
SOW document review and approval using hubspot automations
Hi, I'm a director of PMO and I'de like to set up a fluid process where we can review and approve SOWs before they go out to our clients. Looking for a process to support: SOW is uploaded by sales and added to a "Pending approval" folder SOW is " read more
Reply Discussion Professional
1 upvote
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