Filing on behalf of a customer:
We are a sales function, there are about 12 steps in each sale cycle that must be completed with each contact. At the moment, we manually write the points down on paper or Excel, and tick it off as we go. This is slow and inefficient. I would like to put the checklist into the Contact on Hubspot.
Alternative options include tasks at the moment which is slightly manual as well, hoping to get something more user-friendly or an integration that would be useful for Sales teams!
@DarylWui - Hi, wondering if you found a solution for this issue? I have a similar requirement. thanks