When a new Opportunity is made through a campaign, can I Populate the Opportunity Notes field with a Check List?
No, but you could set up a checklist for the first state of your pipeline. Set Up The Pipeline Checklist | Max Classic
When a new Opportunity is made through a campaign, can I Populate the Opportunity Notes field with a Check List?
No, but you could set up a checklist for the first state of your pipeline. Set Up The Pipeline Checklist | Max Classic