Activity Tracker - Checklist

The Checklist option displays all checklist activity in the CRM.

Written by Keisa Caritan
Updated on December 31, 2023

Go to Contacts > Contact List
On the Contact List page select the desired contact.
Access the "Activity" tab from the left-hand Menu on your Contact Summary page.
Filter by "Checklist"
Scrolling down you will be able to see the checklist notes/reports.

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