Check List

The Check List in the Sales module helps you to manage post-sale activities and ensure no step is missed during the sales process.

Use Case Example

• Create tasks for actions like collecting final payment, delivering the vehicle, or completing documentation.

Creating and Managing Check Items

Every individual task in check list is called a check item.

• Open the sale record in Add New mode.
• Click on the Manage Check List link at the bottom of list to create or update tasks. Please note that Manage Task List option is not accessible when you open a sales entry in edit mode. In Edit mode Check List window shows this message "Managing check lists not allowed in edit mode."
• If the link is not visible, scroll down — it appears at the end of the task list.