FOCUS Knowledge Base

1. Navigating to Pipeline Checklists To navigate to the Pipeline Checklists section in the Company Settings Profile, open the FOCUS™ platform using th...

1. Adding an Opportunity Pipeline Checklist  1. In the Pipeline Checklists section, click the + Check button in the Opportunity > Approved Opportunit...

1. Adding an Approved Opportunity Pipeline Checklist  1. In the Pipeline Checklists section, click the + Check button in the Approved Opportunity > K...

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

1. Update A Pipeline Approved Opportunity Checklist  1. In the Approved Opportunity category under Pipeline Checklist section, click the name of the che...

1. Deleting a Pipeline Opportunity Checklist   1. Select the Opportunity Checklist name that you wish to delete. Notice that there is an ‘X’ icon beside t...

1. Deleting A Pipeline Approved Opportunity Checklist   1. Select the Approved Opportunity Checklist name that you wish to delete. Notice that there is an...