Hello Folks,
I'm currently trying to find a way for the "service" side to create a checklist of sorts that would show all the items I want on it and be able to tie charts/graphs to it. These steps need to be checked on/off if possible. I am using crm 2013 cloud.
For example:
3 Main Sections:
~01 - On Boarding
---------steps A-ZZ listed below it
~02 - Setup
---------steps A-ZZ listed below it
~03 - Finalization
---------steps A-ZZ listed below it
I would like the graphs or charts to be set for the overall % of completion for each. Keep in mind this is not a sales process and is used by the service, support, marketing departments. I would prefer to have everyone be able to see it. but only those assigned to the individual steps be able to change them.