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Sales Order checklist/todolist
Hi all,
I was wondering if there is a way to implement new order checklist (or todolist).
Some people familiar with the name "Contract review". This mean that once a Sale rep. create a new order in the system he need to preform several actions prior forwarding it to approval by his manager: attache files, get approval from other stakeholders etc.
You can think of it like the closing accounting period checklist, but for the sales dept.
Is there an option to enable such thing? Maybe suitapp? (I didn't find any...)
What is the best practice for NS?
*I heard that there is an option for parallel workflow but I am not sure that this is the best thing...
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