This module useful to a list of items required, things to be done, or points to be considered, used as a reminder.
Features
Easy to import checklist through CSV and XLS file. New
Easy to remember important things.
Easy to use.
Version
v13.0.2 (20thJune 2022)
- New Import Checklist Through CSV/XLS Feature Added.
- Initial Release
Create CRM Checklist and description.
CRM Checklist List available in CRM Leads and Opportunity.
Select CRM Checklist that are completed, based on that Checklist percentage calculated inside Opportunity.
CRM Checklist Completed Percentage on List view of Opportunity.
CRM Checklist Completed Percentage on Kanban View of Opportunity.
CRM Checklist Completed Percentage on Kanban View of Leads.
Import checklist menu.
Import checklist wizard, select file type & upload file. You can download sample sheet from here.
Click apply after the file is uploaded.
Success message looks like below it's shows successfully imported records.
Following checklists are imported.
You May Also Like!
