Checklist Per Stage

Humbled Investors Co.
edited July 26 in Sales CRM #1

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.

Comments

  • Yes there are basic things that we need to do and ot would be great if we have a checklist

  • Edie Mew
    Edie Mew Posts: 147
    100 Comments First Answer 5 Up Votes 5 Likes

    Hi @Humbled Investors Co.

    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