I think it would be a really great feature if we can download / upload checklist templates into Opportunity stages. It would give offices the ability to create a template based on how business is done in that area, and would give a nice guideline for agents to follow. For example, follow these 15 steps when you get a new listing signed, follow these 10 when you go into contract, etc.
Marco Vasile
supported this idea
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I think it would be a really great feature if we can download / upload checklist templates into Opportunity stages. It would give offices the ability to create a template based on how business is done in that area, and would give a nice guideline for agents to follow. For example, follow these 15 steps when you get a new listing signed, follow these 10 when you go into contract, etc.