When an inquiry is made to our company, a new card is automatically created, this is working great, but I need to update the checklist on our initial card but I can't figure out how to do this....
A checklist is already generated for the new cards, and that has worked great so far, but I just wanted to update the checklist. We’ve changed a couple of our procedures and I wanted to update our checklist to better reflect our new procedures.
I haven’t been able to figure out how to change the old checklist, and that’s the issue I am trying to resolve.
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March 13, 2024 edited
I'm still having a hard time understanding your case here, Mojo. Would you mind giving me more context on what exactly you are trying to update your checklists? Also, if you can give me details about your current setup, that would be extremely helpful. Thanks!
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