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SalesUp Checklists for Creatio

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Sales'Up Checklists for Creatio helps to systematize routine operations within the framework of the ongoing workflows. The user can define the sequence, mandatority, and follow-up tasks at each step of any workflow facility in the 'Checklist settings' wizard. The product optimizes employee task storage by clearing the schedule from repetitive activities. Use cases: The app is helpful for companies to make a list of documentation from the customer at any stage: Sale conducting Ordering Marketing activities Case processing Checklists allow maintaining a list of tasks without being bound to a chronology: to send products that we need to agree with the carrier, prepare documents, notify production, etc.

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