Salesforce Integration 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!