Settings and activity
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Angie Wait
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4 votesAngie Wait
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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.