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Add a checklist(s) to a contact for items to be accomplished

A checklist would be a great to do when adding a new contact for expample, send a thank you card, add to drip campaign, add into MLS, etc... The ability to add multiple checklists to once contact and schedule each line item would be huge! Something like what you can do in Trello.

  • Guest
  • Jan 15 2022
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  • Admin
    Steven Lopez commented
    20 Jan 08:52pm

    Hi Lions,

    A checklist can be created by using campaigns. You can create a campaign with only tasks reminders that will schedule tasks for your contacts. I added a help article below that will show you how to create a campaign.

    https://liondeskv2.zendesk.com/hc/en-us/articles/360030253311-How-to-Create-a-Campaign

    If you are looking for additional features not included in campaigns, please let us know!

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