2.1 Update A Pipeline Opportunity Checklist : Support Portal

2.1 Update A Pipeline Opportunity Checklist Print

Created by: Sheila Esmas

Modified on: Tue, 24 Nov, 2020 at 5:29 PM

1. In the Opportunity category under Pipeline Checklist section, click the name of the checklist you wish to update.

2. In the Checklist Details page, click the Update button.

3. You may update the Title and Description of the checklist. Once done, click the Update Checklist button.

4. Updates will then be reflected.

Sheila is the author of this solution article.

Did you find it helpful? Yes No