I was hoping I could get some ideas for a design of a doc. Our sales team has sales stages. In each sales stage, there is a checklist of items to be completed for each “deal”. So there will be one checklist for each potential customer. I’m looking for a way to keep all the checklist items synchronized - so that if I make changes to an item, that checklist item will be updated in each deal/sale. So, i need to be able to maintain changes to the checklist in a central location, and have a way for salespeople to view the checklist and cross of the items for each deal. I’m wondering if somehow I could have a master view of the checklist items (where i can edit them as needed), and maybe a separate view for each deal/sale that shows those items as complete/incomplete that the salesperson can work with.
I’m not sure how to make this work in Coda, or if it can. Any ideas?