The sales process is the core of every CRM system. We decided to expand the current shape of the process and allow pipeline management in the form of an interactive checklist while maintaining the current form of graphic presentation of the process. Checklist is a great alternative for companies that perform repetitive activities as part of the sales process and prefer to use a closed list of options within each stage of the process. The dynamic form allows you to navigate between process steps, add notes, and track your contact history.
Checklist will be available in Baseline ™ version 8.0.0 (January 2018).