video1.0<iframe src="https://www.loom.com/embed/cc99d0fea95c43a98cac41ee997c53bf" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/cc99d0fea95c43a98cac41ee997c53bf-b39cd25d097ee44e.jpg315.465In this video, I provide a quick guide on how to effectively use FE's latest checklist function. The checklist function is designed to help you manage your pipeline efficiently, ensuring nothing slips through the cracks. I’ll walk you through creating custom templates, auto-triggering checklists, and managing notes all in one place. This feature is available for small business and enterprise plans, so make sure to check your access. Please review the checklist template I provide and let me know if you have any questions!