Create Checklists
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Mason Kerns-Harper
Would love a checklist tab on the activity side of the contact page. As my team would be working through the contact fields on the left they'd be able to check off their progress and steps on the right side. Let's us keep accountability for our team and in general stay organized.
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Ryan Drake
I love this! Also need this for real estate client :)
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Gurdeep Sangha
Need this
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Kevin Slaton
LOVE This idea. Working in the Real Estate market space. Our workflow is very transactional in nature. We have many tasks that are mandated through national and state laws. I have created those checklists that live in the contact view already. But having a tab dedicated to them where they could live would clear up space on the contact view.
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Matt Tidwell
Great idea, love this idea for onboarding