1. Update Start Kick-Off Checklist Details
1. Within the Company Profile, scroll to the ‘Pipeline Checklists’ section and then ‘Start Kick-Off’. Click the ‘Title’ of the ‘Start Kick-Off’ checklist that you want to update (E.g. Investment Review Submitted).
2. Then click on 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.
