1. Update New Opportunity Checklist Details


1. Navigate to the ‘New Opportunity’ and then click on the ‘Title’ of the checklist that you wanted to update (E.g. Investment Review Submitted). 

 

  

2. Once done, click the ‘Update’ button. 

  

 

3. Input data into the fields that you want to change. Once complete, click the ‘Update Checklist’ button to save changes.