The Checklists widget
for Kommo

1. Install the widget

Install our widget by clicking the button above or go to Kommo settings, type «Checklists via Komanda F5» in the search bar and press «Add».

After installation, go to the widget's settings, select the users who will work with the checklists and save the changes.

2. Add a new checklist and necessary steps

Go to the Kommo «Settings» section, find a new item «Checklists». Add a new checklist.

Enter a name for the checklist, and, if necessary, select a color and pin it in the lead feed, so the checklist will always be on top, and it will not be scrolled.

Add the necessary steps to be performed at this stage of the sales pipeline and save the checklist.

3. Add a customized checklist to your digital pipeline

Go to the digital pipeline settings, add a new action at the desired stage, select the Checklists widget, and click «Add».

If you don’t want to add checklists to all the leads in the pipeline, add additional conditions.

Select the checklist template you want to add at this step, and click «Done».

Save your digital pipeline settings.

Now when you create a lead, a checklist with the necessary steps will be added to the lead card.

When you perform a specific task, you need to mark it in the checklist. When marked, each completed step will increase the progress. Besides, the time of execution and the user who clicked on the particular step will be saved.

The checklist can also be minimized and pinned in the feed, so that it is always at the top and does not get scrolled.