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  1. Upsales Help Centre
  2. Sales
  3. Frequently Asked Questions

Q: Can you add a checklist to orders (opportunities at the 100% stage)?

A: Yes, this can be done using custom checklist items. This requires the Sales process PRO add-on.

Go to Settings → Pipeline → Sales process, open the sales process and go to Checklist. Click Add checklist item and enter a title. Under When should it be shown?, choose In specific stages and tick the 100% stage. Items set to Entire sales process are shown on opportunities only, not on orders.

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