Automate Checking Items on Checklist | Voters

Automate Checking Items on Checklist

Nicole Molina

This saves a lot of manual checking off items, especially if a record is made in the late stage of a production.

For example: When the Status is Distribution, every Item on the Checklist for Production is checked.

December 8, 2022

Naomi Rotenberg

this would be SUPER helpful (as I have follow up tasks created automatically, but if an opportunity is won BEFORE all the follow-ups are needed, I'd like to automatically clear them from My Work)