A: Yes, this can be done using custom checklist-items. This requires the add-on sales process pro.
Articles in this section
- Q: Is it possible to have both Gmail and Office 365 mail active in the same account?
- Q: How do i convert an opportunity into a subscription?
- Q: How many rows can you export at once?
- Q: Why can I not see an opportunity anymore after moving it on the sales board?
- Q: Can I manually add a person to a segment?
- Q: Can I merge companies in Upsales?
- Q: Can you add a checklist to orders (100% phase)?