We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included).

Allow cookies
Reject

Profile

EricaD
Member
Member since ‎Jun 3, 2021
Message
  • solutions
    0
  • Replies
    0
  • Upvotes Given
    9
  • Upvotes Received
    3
  • Ideas
    2

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Erica Dorantes

This user hasn't created a bio yet. Edit your own profile here!

Activity

bkinnard on January 09, 2020
Import Tasks & create recurring tasks
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
Reply Idea Tasks
17 upvotes
4 Replies
EricaD
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
Using workflows to autocreate quotes
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.
Reply Idea Products & Quotes
172 upvotes
71 Replies
SPownall
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
Formatting options for calculated properties
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
Reply Idea Properties
2 upvotes
0 Reply
EricaD on June 03, 2021
Pull company fields into contact list columns
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.
Reply Idea Lists
1 upvote
0 Reply
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started:
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.