Interactive Checklist Options (No CRM Demo)

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
  • 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 (click on Interactive Checklist from the guide page).

Do you use Redtail, Wealthbox, Salesforce Financial Cloud Services, or XLR8? Check out the CRM demos.

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