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Event Checklist Items

You can create a Checklist from inside the event

  1. Go to Sales & Marketing in the left side panel.
  2. Click on Event & Order Management option from the drop-down list. 
  3. Click Event Management -All Status Types Included.
  4. On the Action column, click on the pencil icon to open an event.
  5. Go to the tab Event Info
  6. Click on Timeline.

  7. The Event Checklist Timeline pop up window will appear. 

  8. On the column Action, click on the pencil icon to open the record and once you filed out the information, click on Save.