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Linking Custom Checklist Templates To Your Enterprise Promo

Team and Brokerage Tools & Controls

Linking Custom Checklist Templates To Your Enterprise Promo

💡 To utilize this feature, you must first message your assigned Enterprise specialist to enable this feature on the backend!

Last updated on 04 Nov, 2024

  1. Login to the account linked to the Promo.
    (This would be the Admin/ Broker account)

  2. Create a Checklist Template.
    If you need help, see: How To Create Checklist Templates ➜

  3. Append _stock to the template title, then Save.
    For Example... Brokerage Buyer_stock 

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  1. Once details are entered, click Save to enable the promo content feature. 
    Now, accounts under the promo will now see this Template as a selectable option in a new dropdown menu when creating a new stock campaign!

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