View Full Checklist Template for Opportunities
Being able to look at a full list of the checklist items for all stages/phases of an opportunity would be very helpful. Quick access to the full list is helpful to see how we want to edit the opportunity process in its entirety, maybe moving things to an earlier stage/phase.
3
votes
LABS Team
shared this idea
-
Angie Wait
commented
This is for adding tasks in an opportunity. When applying the checklist in an opportunity, allow agents to add the tasks for the whole phase rather than having us add the tasks for each stage within the phase. Or just add this option in addition to the current way you have to do it. This option would allow us to apply the task checklist 1 time for the phase rather than, in my case, 10 times for each stage that I have.