Checklist - Auto-create stips or tasks based on the criteria of the SF record
By Cloudsquare
Checklist - Auto-create stips or tasks based on the criteria of the SF record
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$25 USD per user per month
Latest Release
9/11/2019
CATEGORIES
CollaborationCreate a dynamic to-do list that is visible from an Opportunity
The Checklist allows organizations to create dynamic to-do lists directly on the Opportunity page layout, effectively eliminating micromanagement while ensuring clean and efficient data entry.