Is there functionality to have a checklist for each deal? E.g. SOW proofread, SOW approved by CFO, SOW sent? A checklist that can live within each deal?
I would also like to see this functionality in Tickets. In my use case, each ticket is a work order - with each item needing to be compelted and checked off.
Hi we are currently migrating to hubspot and this is functionality i am trying to implement. I would be interested in how you made the workaround. Thank you in advance.
I would still be interested in knowing how you did this for sure - whether you have time to give a full explanation or even if you could point me at some resources I would be most grateful.
Hi Mike, I'd be interested to know how you've accomplished this... I'm not sure how to send you a PM, but if you can help with this it would be amazing. I've been using an integration that creates an Evernote note with a checklist to accomplish this, but having it native here in Hubspot would be genious!
*** EDIT - was having issues getting to the bottom of this page - saw the new method for accomplishing this! ***
Hi! I'm using Hubspot for real estate and need to find a way to embed checklists into deals as a way of creating a workflow through deal stages. I noticed that you had a similar need and might be a resource. Can you share some info with me on how your extension works?
Hey @uxlauren there is no way to do this on HubSpot currently, but I saw this request previously from a user who posted it as a feature request here: Deal Criteria Checklist
I'd recommend voting for the idea (with a kudo) and commenting on the thread with your own use case.