Adding a checklist within a stage / or sub-pipeline
would that be possible to somehow insert a checklist within a stage on a pipeline? Or a creating a sub-pipeline?
So we know that once all the things from the list are done, we can move to the next stage. Or even after the steps are done the deal moves automatically to the next stage.
For now I created automations, so once we move a deal to a stage, serveral activities to-do pop up. The only think is that they are time-limited and if they are not done on a scheduled day I have to manually change them to another day and then another if the process takes longer.