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!

Written by Ashley Yancoskie
Updated on November 4, 2024

Login to the account linked to the Promo.
(This would be the Admin/ Broker account)
Create a Checklist Template.
If you need help, see: How To Create Checklist Templates ➜
Append _stock to the template title, then Save.
For Example... Brokerage Buyer_stock
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!