What is a stage checklist
A stage checklist is a pop up checklist of questions that gets triggered when a lead is moved into a specific stage in your workflow.
Setup a stage checklist to make sure your team is putting in the right details about a lead before it moves to a specific stage in your workflow.
Once you've got it set up, filling out the checklist will be mandatory.
All checklist fields must be completed before moving the lead to the next stage.
Why Stage Checklists Matter:
Complete Information:
Guarantees that important information is collected and completed at each stage.
Ensures that the previous stage has been fully processed before moving forward, preventing errors or missing info.
How to create a stage checklists
To create a stage Checklist, click on the ellipse on the top right of a stage and in the drop-down click the "Stage Checklist" to switch it on.
Click the button - "Add a field to the checklist"
Adding fields to your checklist
Each checklist is fully editable to suit the needs of your team and processes. You can add questions or fields specific to each stage, making sure that the right information is gathered at the right time.
You can customise your checklist by selecting the field type. You can choose from options like:
Text
Yes or No
Multiple options
Date
Dropdown
Value-based fields.
Once you add fields, you can set specific tasks like picking the assigned clinician, setting the consultation date, checking if photos and videos were taken, and noting other key details like pre-op scans.
To edit your existing Stage Checklists, click on the icon.
This flexible system ensures your team has everything they need to move leads through the pipeline without missing any important steps.