SalesUp Checklists for Creatio

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.

Key features:

• Setting up checklists for any object;
• Setting up the mandatority for each one from the item list;
• Storing files related to each item;
• Keeping track of each item's due date;
• Storing checklist history;
• Changing the status of an object upon a checklist completion.