Demo: Interactive Checklist Options (No CRM)

Interactive Checklists (available with a Premier Membership) allows you to:

• Add, Hide, Or Edit Questions On All Interactive Checklists
• Add Personal Notes To The Client View Header Text
• Send A Link In A Bulk Email or For Use In Your Scheduling Software
• Add More Than One Recipient (Client or Prospect) To A Checklist
• Save Your Templates For Future Use
• See Who Completed An Interactive Checklist
• Updated CRM Contact Linking For Public Interactive Checklists (Previously Send To Many)
• And More!

Watch the general demo below to learn more.

Not yet a Premier member? Test out the Complete Myself view here.

Do you use Redtail, Wealthbox, Salesforce Financial Cloud Services, or XLR8?