Complete a Sale Checklist

You can manage the set of checkboxes within the Sales Checklist.

1. To manage the Sales Checklist task, on the navigational sidebar, select Setup.
2. Once the Setup section expands, select Sales.
3. On the tabbed menu, select Complete a Sale Checklist. Once the page loads, you will see the list of sales checklist tasks as follows:

The sales checklist is comprised of tasks that should be completed, before finalizing the job.

You can perform the following operations on sales checklist tasks:

• create new tasks
• edit the existing tasks
• delete the no longer needed tasks

Creating a New Task

1. On the Complete a Sale Checklist tab, click the Add  icon.
2. In the Create New or Edit Checklist Record form, enter the name of a new task.
3. Click Save.

Editing the Task

1. On the list with sale checklist tasks, locate the one you want to edit.
2. Hover over the task until the action icons appear.
3. Click the Edit  icon.
4. In the opened form, update the name of the task.
5. When complete, click Save.

Deleting the Task

1. On the list with sale checklist tasks, locate the one you want to delete.
2. Hover over the task until the action icons appear.
3. Click the Delete  icon.
4. Confirm the removal of the task.