Support Portal

1. Update New Opportunity Checklist   To update the ‘Company Profile Settings’, open the Project Focus HQ tool using this link  https://app.proje...

1. Add a New Opportunity Checklist 1. When adding a ‘New Opportunity Checklist’ scroll down to the ‘Pipeline Checklists’ section then ‘New Opportun...

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 ...

1. Delete a New Opportunity Checklist 1. Within the Company Profile, navigate to the ‘Pipeline Checklists’ section and then ‘New Opportunity’. Click t...

1. Add an Approved Opportunity Checklist 1. Once you reach the ‘Company Profile’, scroll down to the ‘Pipeline Checklists’ then ‘Approve Opportunity’....

1. Update an Approved Opportunity Checklist Details 1. Within the same section, click on the ‘Title’ of the ‘Approve Opportunity’ checklist that you w...

1. Delete an Approved Opportunity Checklist 1. In order to delete a checklist in the ‘Approve Opportunity’ section, click on the ‘x’ icon.      ...

1. Add a Start Kick-Off Checklist 1. Once you reach the ‘Company Profile’, scroll down to the ‘Pipeline Checklists’ then ‘Start Kick-Off’. This is the...

1. Update Start Kick-Off Checklist Details  1. Within the Company Profile, scroll to the ‘Pipeline Checklists’ section and then ‘Start Kick-Off’. Clic...

1. Delete a Start Kick-Off Checklist 1. Scroll to the ‘Pipeline Checklists’ section and then ‘Start Kick-Off’. Click on the ‘x’ icon of the checklist ...