Create and Edit Checklist Items

Create and Edit Checklist Items.

To add a checklist item:

1. Go to General Setup on the left side panel.
2. Click Marketing.
3. Click Create and Edit Checklist Items.
   
   
4. Click New Entry.
   
   
5. Fill out the information.
   
   
6. Click on Save.
   
   

To edit a checklist item:

1. Go to General Setup on the left side panel.
2. Click Marketing.
3. Click Create and Edit Checklist Items.
   
   
4. Click the pencil icon on the Action column.
   
   
5. Edit the desired information, once finished click on Save.