Suggestions: Check Box when deal phase changed
we would love to have a function of a "check box" for tasks, when a deal is moved to another phase. So we can set tasks that will have to be done before moving the deal in a specific phase.
Deal 1 -> moved from phase "sales call" to "quote"
Then a check box will appear where I have to confirm tasks like:
- Quote send
- Amount of Deal updated
Deal 1 -> moved from phase "quote" to "won"
Check box for tasks will appear:
- Invoice created
- Forwarded to Fullfillment process