Tip for improvement: ToDo Checklist for every Deal stage in pipeline

Martin Krajčír
Martin Krajčír Member Posts: 6
5 Up Votes Name Dropper First Comment Photogenic
edited July 2022 in Ideas and Product Feedback #1

For som stages of pipeline I need to attach some kind of ToDo Checklist to remember, what need to be done in this stage.

ToDo Checklist should be pre-configured as a template for every stage in pipeline configuration. Checklist should be pinned as a note in Deal.

 

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  • Laurie_58144
    Laurie_58144 Member Posts: 21
    5 Up Votes First Anniversary First Comment Photogenic
    edited April 2022 #2

    Agreed - It would be helpful to have pre-configured templates for Notes

  • Steffen Hepp
    Steffen Hepp Member Posts: 34
    5 Up Votes First Anniversary First Comment Photogenic
    edited April 2022 #3

    Dear Martin, yes this is possible. Initially we had the support of @Bernd Auer and his team and he had several tricks and integrated them in our system. You can just wirte him a direct message. Sure he will responde and help you.

    Best regards,

    Steffen

  • Bob Harper
    Bob Harper Member Posts: 9
    First Comment
    #4

    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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