Checklist Per Stage
Humbled Investors Co.
Member Posts: 1 VERIFIED MEMBER
There should be an option add a check list per deal/per stage will help me be able to keep up with what must be completed before a deal can move on to the next stage.
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Comments
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Yes there are basic things that we need to do and ot would be great if we have a checklist
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Great query! Something I have heard my clients request as well.
Required Fields under the Pro Plan are sort of a checklist, you can assign a custom field as required and you cannot move forward unless that field is completed.
Another way to add a checklist is by creating an automation where when you move to the next stage, activities appear asking you to complete the steps
I hope this helps!
Edie
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