Let’s Talk About Checklists...

We now have checklists as tools in our sales processes in Membrain. 

The Process Checklist allows you to itemize actions you need to take from within a step in your sales process. 

This is extremely helpful for sales people. As they walk through the steps in their sales process they can see the actions they need to tick off. This allows them to track what they have completed and what they have not, within a specific step. It is a practical approach to ensuring the step is completed successfully.

For more information on "Process Checklists" please visit our help center.