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Compatibility : 6.0 – 6.5

Vtiger CRM Smart Checklist

Community version 1.0

Smart Checklist enables you to manage your CRM workflow by creating unique to-do lists for each entity module.

  • 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.

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Documentation

Get to know about how Smart Checklist works

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