CRM Leads & Opportunity Custom Checklistby Softhealer Technologies https://www.softhealer.com
• Sales (sale)
• Invoicing (account)
|License||See License tab|
|Also available in version||v 9.0 v 13.0 v 15.0 v 14.0 v 12.0 v 11.0|
This module is useful to a list of items required, things to be done, or points to be considered, used as a reminder.
- Create Task from Meetings
- Create Meeting from Task
Create CRM Checklist and description.
CRM Checklist List available in CRM Leads and Opportunity.
Select CRM Checklist that are completed, based on that Checklist percentage calculated inside Leads.
CRM Checklist Completed Percentage on List view of Leads.
CRM Checklist Completed Percentage on Kanban View of Leads.
CRM Checklist Completed Percentage on Kanban View of Opportunity.
Help & Support
You will get free support for 90 days and assistance in case of any issues
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