Hi,
We use hubspot for real estate investment. Each investment requires a lot of different data. However this data comes form different sources and at differents moments. It means we cannot model it as a pipeline…
Therefore we would need a possibility to have a check list where we can check the box when it is received, and also add comments when we are waiting. Ideally, each deal listed in vertical and in horizontal all the check boxes so we can have a matrix view. One shot we know where we stand and what are the priorities
Thanks !