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EricaD
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Member since ‎Jun 3, 2021
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Erica Dorantes

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bkinnard on January 09, 2020
I could really use the ability to import tasks into the CRM and to create tasks to be recurring. This would allow our team manager to set up the tasks for projects that happen on a regular basis and monitor progress to make sure things don't get dr read more
17 upvotes
4 Replies
Member
June 09, 2022
The ability to bulk import tasks would be helpful for our team too vs manually having to create each one.
jmoss on November 12, 2019
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
172 upvotes
71 Replies
Participant
August 11, 2022
A bit late to this and hopefully it is still in planning. I encountered this issue recently. We sell a 2-day course and have a registration form on o...read more
EricaD on August 04, 2021
Would be helpful to add in the option to format calculated properties as a percent, currency, etc - and even the option for how many places after the decimal. We've created calculated properties for usage rate and delivery rate. However, the only op read more
2 upvotes
0 Reply
EricaD on June 03, 2021
It would be helpful to have the the ability to pull in company fields on contact list columns. Working with a list that uses a company property as filter criteria, but I can't add the column to the final contact list.
1 upvote
0 Reply
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