Checklist for yourself and your team

You can send the Checklist to yourself or your team.

Before sending a Checklist to yourself or your colleagues, you should ask yourself:

• Why am I sending this Checklist? Is it to avoid backorders or to follow up on customers without sales?
• What criteria can we use to ‘capture’ the right items? 
• What exactly can/should we do with the items on the list?

Referenced articles:

• Outstanding Checklist (Admin)
• Add actions to your Checklist