1. Add an Approved Opportunity Checklist
1. Once you reach the ‘Company Profile’, scroll down to the ‘Pipeline Checklists’ then ‘Approve Opportunity’. This is the section where you can add and manage Approve Opportunity Checklists.
Click the ‘+ Check’ button.
2. Fill in the necessary input fields ‘Checklist Type’, ‘Title’, ‘Description’ and ‘Link’ with the desired data. Make sure that the data in the ‘Checklist Type’ field is ‘Approved Opportunity’. Once complete, click the ‘Add Checklist’ button to save changes.
