Multiple Checklist Template Options
Within Opportunities, could there be multiple checklist templates setup to choose from when populating the checklist for a given phase of the opportunity. For example, a new construction buyer opportunity may have a longer-timeline to it and a few different but standard steps (like a blue-tape walkthrough, or activating appliance warranties after the home is purchased). I know I would like this functionality, maybe others would as well.
LABS Team
shared this idea
-
Christine Marchesiello
commented
In order to fully use this functionality within Command versus an outside software for transaction management creating custom workflows and timelines would be critical I’ve been in labs about this before and I suggested to them at the time that they should take a look at the transaction management software nekst. If this could function similar to that where users could build their own work flows that would be key. Otherwise generic workflow are basically useless in terms of transaction management especially for teams. For example you’re not going to use the same workflow on a regular buyer as a new construction buyer as a tenant as a contingent buyer on the list goes on and on.