Checklist integration

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Comments

  • Robin Severein
    Robin Severein Member Posts: 2 VERIFIED MEMBER
    edited June 2022 #32

    Would really appreciate having a checklist to check whether my deal is valuable for the next stage in my pipeline. The projects feature Mike mentioned, does not cut it for this specific way of working. 

  • Bob Harper
    Bob Harper Member Posts: 8 VERIFIED MEMBER
    First Comment
    #33

    I found a way to do this with custom fields.

    First, create a custom deal/lead field. Make sure to uncheck "Always visible in deal detail view" and "Appears in 'Add lead' and 'Add deal' views.":

    image.png

    Next, Mark the field as important in the deal stage it pertains to:

    image.png

    Finally, Repeat the process for as many checklist items and stages as you need.

    If you want to see it in action, here's a link to a video I made for my co-worker. https://youtu.be/IgKF37BLpDY

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