Checklist on product activation
S
Stefan Shedenhelm
Whenever a product or service gets activated it would be helpful to have a checklist of to do items and information that need to be collected or done up front to use the product. Also to have this checklist in product descriptions so that you know what to tell the client you need all at once rather than having to play phone tag when you learn of something new that you missed.
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T
Thomas Mueller
Can't you do this with the individual order form and Task Manager?