Checklists enable you to customise and simplify your feedback capture during Crikle meetings. With structured questions and responses you can gather
client feedback in real-time without distraction or disruption.
You will no longer have the trade off between giving a client your undivided attention and capturing the entirety of their feedback. Focus on engaging conversations and save time and effort.
When you've logged into your Crikle account, you can either click "start" under Create Checklist in the Sales Hub tab.
Or you can click "create checklist" under checklists in the Library tab.
You will then be brought to this screen where you can name your checklist and choose from question and answer styles like checkboxes, multiple choice, long answer or short answer.
Once you've added your checklist questions click "save checklist".
Note: you can always edit your checklists later.