Deal Criteria Checklist

[ianhill]

What we're looking to do is better manage our pipeline and ensure that a deal has set criteria before being moved to the next stage.

What would be ideal is a checklist of items that have to be checked before a deal can be progressed to the next stage.

[TuMa]

Upvoting for snippets for checklists in any property, including in deals, service tickets and custom objects. 

Checklists should be really simple - a list that can be checked and/or completed with data, doesn't necessarily needs to be tied to properties in our view. It's a task at a stage and doesn't need to clutter the CRM with properties.