FOCUS Knowledge Base

1. Adding an Opportunity Pipeline Checklist 

1. In the Pipeline Checklists section, click the + Check button in the Opportunity > Approved Opportunity table.

2. In the Checklist Type select Opportunity from the drop-down list. Then, add a Title and Description for the checklist.

3. If a checklist is found in an online repository, copy the URL and paste it in the Link field.

4. Click the Add Checklist button once the required information has been added.

5. A new Opportunity checklist will be created and displayed in the Opportunity category under the Pipeline Checklists section.