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David_Zad
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Member since ‎Sep 11, 2018
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David Zadkovich

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uxlauren on June 09, 2017
Deal checklist
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?
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9 upvotes
13 Replies
David_Zad
Member
November 04, 2018
Hi again Mike, 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...read more
Solved
uxlauren on June 09, 2017
Deal checklist
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?
Reply Discussion
9 upvotes
13 Replies
David_Zad
Member
November 04, 2018
Hi again Mike, 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...read more
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