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Setting default todos for a stage

Last Updated: Jan 15, 2014 04:16PM IST
You can set default todos for each stage of your Pipeline. This feature allows you to set a list of todos which are automatically created whenever a lead is moved into the stage. This can be helpful in reducing repetition in creating the same todos for each lead that is moved into the stage and also assist in creating checklists for each stage.

To set default todo's for a stage click on the cog icon next to the stage name and select Set Default Todos



You can then create a list of todos which will be created whenever a lead is moved into that stage.



 
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