Opportunity Checklist

1 min readUpdated Aug 28, 2026AllHow ToSuggest edit

On this pageReading: Opportunity Checklist1 / 4

What this page is for:
Reusable checklist item names for opportunities. Card: Opportunity Checklist. Page title Checklist Templates.

Where: Admin Console → Opportunity Checklist
/portal/settings/checklist-templates

Steps:

Add New Item → Add Checklist Item → Save Item. Empty: No checklist items found.
Pencil → Edit Checklist Item → Update Item. Trash deletes.

Other guides in Settings & Admin

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