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!

Note: Our CRM integration works best with the standard, out-of-the-box version of Salesforce. If your Salesforce instance is highly customized, it may not be able to identify where to push responses from Interactive Checklists.

Customize Your Interactive Checklists To Align With Your Processes And Personalize The Client Experience

Related Guide: Issues To Consider In Client Annual Review Meeting

Access The Guide Here