I’m trying to figure out the best and easiest way to create a real time customizable checklist for my members to see when they log into their wix accounts.
The idea is that the admin can update their (the wix member’s) status for each item on the checklist as the sales process happens so the client (wix member) can see how far along they are in the process (checklist).
Any suggestions would be appreciated.
hi,
You should first decide how to represent the data in a collection.
For example, each collection item should represent a single sale process, with a single owner (sales rep)
Add fields for the owner of this process, the current state it is in (probably in a number form) and the fields for each step: step1, step2, step3, etc…and step1description, step2description etc., depending on your specific needs.
Then by creating a dynamic page and filtering the collection according to the sale item owner (by matching the userid/email address or the logged in user)
feel free to share your solution here 