This module is useful to a list of items required, things to be done, or points to be considered, used as a reminder.
Key features:
- Create Task from Meetings
- Create Meeting from Task
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 Leads.
CRM Checklist Completed Percentage on List view of Leads.
CRM Checklist Completed Percentage on Kanban View of Leads.
CRM Checklist Completed Percentage on Kanban View of Opportunity.
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