2.2 Update an Approved Opportunity Checklist Details : Support Portal

2.2 Update an Approved Opportunity Checklist Details Print

Created by: Sheila Esmas

Modified on: Tue, 24 Nov, 2020 at 5:41 PM

1. Update an Approved Opportunity Checklist Details

1. Within the same section, click on the ‘Title’ of the ‘Approve Opportunity’ checklist that you want to update (E.g. Investment Review Approved).

2. Then click the ‘Update’ button.

3. Once the page loads up, input data into the fields that you want to update. Once complete, click the ‘Update Checklist’ button to save changes.

Sheila is the author of this solution article.

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