Checklist on Left side of screen in Deal

Michael Hollander
Michael Hollander Member Posts: 1
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The ability to have a rolling checklist that had check boxes that could be checked when a task is completed would be a huge advancement! The left side of the screen (typically details would be a great place for this to go) I envision this being a checklist that would appear based on the Pipeline that a deal is opened in.. More items could be added to checklist as the deal is moved through the pipeline. This would allow everyone on the teams who touches the deal to be able to see and verify what steps have been completed very quickly. I know there is an ability to auto popuate tasks as deals are created and moved to stages in a pipeline, however it has been increasingly harder as our team has grown for multiple people working on one deal to know exactly what has been done

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