1. Add a New Opportunity Checklist

1. When adding a ‘New Opportunity Checklist scroll down to the ‘Pipeline Checklists’ section then New OpportunityThis is where you can add and manage the Company’s Opportunity Checklists.  

Click the ‘+ Check button. 




2. Fill in the ‘Checklist Type’‘Title’‘Description’ and ‘Link’ input fields with the desired data. Make sure that the data in the Checklist Type field is ‘New Opportunity’.  Once complete, click  the ‘Add Checklist’ button to save changes.