OVERVIEW
Everyone likes a simple check list to make sure they get all of their tasks done, and Clubspeed has this for your Sales team as well.
It is especially helpful when the team member that booked the event is not available to speak with a customer because anyone can jump into the Event Reservation and see what has or hasn't been completed yet!
Start Creating Your Task List
In the /sp_admin > Settings > Advanced Settings, select Event Reservation Task List
Click on the New Task button on the far right.
Enter in a task
Save!
Click here to learn how to use your check list!