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
- 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.
There's More! Have questions on how to do specific actions within the Interactive Checklist template? Check out the Walkthroughs for a break-down of your favorite tool.
Not yet a Premier member? Test out the Complete Myself view here.
Do you use Redtail, Wealthbox, Salesforce Financial Cloud Services, or XLR8?