Smart Checklist enables to manage your CRM workflow by creating unique checklists for each entity modules. The checklist will help you ensure that the salesman has completed all the listed task before the particular record is moved to a different module. The pre-designed workflow allows salesman to convert the Lead as Contact, Opportunity or Organization after completing the checklist.
- Enables to add multiple checklist for all entity modules.
- Enables to validate conversion of Lead as Contact, Opportunity or Organization.
- Checklist widget to list the checklists associated with a module.
- Enables to edit and delete the created checklist.