Modify your job checklist
If you would like to modify your checklist items, go to Tools> Checklists > Job Checklist
Add more items to the default Job checklist
Tools> Checklists > Job Checklist
Click on your Job Checklist
Click on Add Item
Pick the item you would like to add
Delete items inside your Job Checklist
Tools> Checklists > Job Checklist
Click on your Job Checklist
Go to the item you would like to delete
Click on the red minus icon
Add new sections for your Job Checklist
Tools> Checklists > Prospect Checklist
The new section is going to be shown under your default job checklist.
Click on Add Section
Inside the form, add the name of your new section and then click submit.
Delete Checklist
Tools> Checklists > Job Checklist
We highly encourage you not to delete your default checklist unless you've created a checklist that replaces the default one.
Click on the delete button next to your checklist name.
Modify your checklist items for your prospects
If you would like to modify your checklist items, go to Tools> Checklists > Prospect Checklist
Add more items to the default prospect checklist
Tools> Checklists > Prospect Checklist
Click on your Prospect Checklist
Click on Add Item
Pick the item you would like to add
Delete items inside your prospect checklist
Tools> Checklists > Prospect Checklist
Click on your prospect checklist
Go to the item you would like to delete
Click on the red minus icon
Add new sections for your prospect checklist
Tools> Checklists > Prospect Checklist
The new section is going to be shown under your prospect checklist.
Click on Add Section
Inside the form, add the name of your new section and then click submit.
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Delete Checklist
Tools> Checklists > Prospect Checklist
We highly encourage you not to delete your default checklist unless you've created a checklist that replaces the default one.
Click on the delete button next to your checklist name.