We use Zoho CRM and have a module called Deals.
What I looking to do is create for each Deal within that module, a standard check list.
Each time a new deal is created, a blank check list is created
The check list will be a list of tasks which has to be performed and when each task is completed the person who completes that task can check a box or something similar which will then record who completed that task and when that task was completed.
What is the easiest way of facilitating this?
Thanks in advance.