This module allows you to create checklists for opportunities. Users can predefine checklists and automatically add them to each new lead. This feature helps standardize and organize your workflows, saving you time.
Features
Predefined Checklists:
Define checklists that match your workflows and automatically add them to each new opportunity.
Completion Tracking:
Easily see what percentage of each checklist is complete. This feature helps you track your tasks more efficiently.
Task Assignment:
Assign checklist items to members of your team. This makes it easier to determine who needs to do what.
Date Tracking:
Track when checklist items were added and completed. This ensures that tasks are progressing on time and in an orderly manner.
This module offers Perfex CRM users great convenience in managing workflows, assigning tasks, and tracking progress. Try this module now to manage your tasks in a more organized and planned manner!
05 Aug 2024, 06:28 PM
05 Aug 2024, 06:28 PM
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