Hi all

I am looking for the best way to create a document tracking checklist that tracks all necessary documents in our loan origination process for EACH applicant that may be on the loan. There could be 1 applicant or there could be 5. We could have individuals or entitys on the loans as well. I


Hello -

I have setup a sales pipeline spreadsheet and a separate proposal tracking spreadsheet.  I would like to create a automatic workflow in the sales pipeline sheet so that when "Proposal" or "Pitch" is selected as a status in the pipeline a automatic workflow takes place to present the form for