Cloudsquare Checklist - Collect Loan Documents in Salesforce

About

Cloudsquare Checklist is a dynamic data entry/item manager and customizable to-do list in Salesforce. With Checklist Hero guiding your business, you can ensure more complete data entry for every deal, define documents or files to be collected, reduce decision fatigue, create a more organized pipeline process, and do it all wherever you need it in the system. 

Ensure complete data entry:
The Checklist allows you to pre-define everything that is needed to move the opportunity forward, so you never forget an item and have it fall through the cracks 

Reduce decision fatigue:
This Checklist in Salesforce acts as your handy assistant. It helps you remember every single task required to complete a guided process, so you can easily see your next task and look ahead to what remains to be done 

Better process management & organization:
With dynamic to-do lists and sophisticated custom rules, you can effectively eliminate micromanagement and ensure a smoother sales process from st