Sequences For Deals - Checklists

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Jbenson

• March 06, 2020 16:01

Our team would like the ability to assign a sequence of tasks to our deals in the system - essentially a checklist of things that need to happen on the deal from start to finish.  We can build out a sequence of tasks, but there's no way to assign the sequence of tasks to a deal.  Essentially looking for a way to integrate a checklist of tasks our team can check off for each deal they are working on so we know all tasks have been completed!

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  NIKOLAOS PEPELIDIS

  • November 11, 2020 07:33

  Agreed! This would be really helpful!

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  attics&more

  • November 12, 2020 00:34

  PLEASE - this would be great!

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