How to Set Up Custom Sales Checklists in CHECK-in

One of the many Custom sales checklists- CHECK-in Appkey features of CHECK-in is having the ability to make custom sales checklists.  Here are step-by-step instructions to create a custom form for you and your sales team that will help you track sales reps, provide appointment checklists, and reduce paperwork.  You can choose to put in the relevant information you need and give it to the people and teams who need to see it. 

To start:

  • Log into an admin account on salesforce.com
  • Go to App Setup on the menu on the left hand side of the screen
  • Select Customize Activities
  • Select Custom Fields

From here you will be able to start adding data types to your form in 4 steps:

Step 1- Select “New.”  You will have a long list of Data Types, such as Number, Text, or Multi Select Pick List. Select the data type you want to add to your form.  (You can repeat steps 1-4 multiple times to add more data types to your form).

Step 2- Label and other information.  Write down a clear label. The label is what the end user, the sales rep in the field, will see.  Each data type will require different information and instructions, such as check boxes and text character limits, so be sure to fill out the required fields.  Learn more about CHECK-in’s data types here.

Step 3- Field Level Security.  Select who can see the field by clicking the checklist.  You can also select if this field will be required or read only at this step.  This is useful if you want an informational form versus a checklist.

Step 4- Page Layout.  Select page layout by going to Event Page Layout, then select one of the existing page layouts.

Once you go to Event Page Layout, select the page layout your data types are under, then just drag and drop the items to the window below.  Once you get the hang of making forms, you can assign different profiles (Enterprise Edition and above) different page layouts.  When you’re finished, remember to hit the Save button.

To see more details, watch the video below:

As always, contact us if you have any questions!

2014-10-08T17:29:17+00:00 By |How-To|1 Comment

One Comment

  1. […] When you’re making a form, there are many different options for the type of data that will entered in by sales reps.  Different data types in your sales management app require specific set up instructions and follow certain rules.  To give you a better idea, we’ve listed examples of the most common data types you’ll use. This will come in handy when you are setting up your custom checklists. […]

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