Customize Onboarding Tasks / Client Checklist
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Holly Brink
I would like to be able to add custom advice and items on a checklist for clients. For example, https://www.optoutprescreen.com , complete new home buyer training course I created, etc.... would just be nice if we could easily add a "to do" item.
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Holly Brink
Well I just joined today so those are the only two that come to mind. I’m sure as I learn more I’ll think of other. Uploading specific documents, a reminder to upload responses, etc. supporting documentation.
Again, it’s my first day so just being able to sort or put a deadline might be nice.
I was thinking Everyone on the template but it would be cool to be able to add certain things on individual lists. Depending on someone’s short term or long term goals we may have different tips/suggestions.
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Keenan Jones
Thank you for posting, Holly Brink! I have a few more questions for you:
- Could you provide more examples of the types of custom advice and items you'd like to add to the client checklist?
- How would you like to categorize or prioritize these custom 'to do' items?
- Would you like these custom tasks to be visible to all clients or only specific ones based on certain criteria?