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      How do I create Custom Columns?

      This is for users who wish to create custom columns in their closing checklist.

      Note: A firm administrator will need to create "Fields" for the custom columns to be available to users. Please contact your firm administrator or support@dealcloser.com with your custom column request.

      To  create custom columns:

      • Click "Manage Checklist".


      12. User View - Manage Checklist-mh

      • Then drag what you would like from the available list of Fields on the right to drop into the Checklist Columns list on the left. If you do not see a Field you need for a preferred custom column, please contact your firm administrator or support@dealcloser.com to have it added.

      12. User View - Manage Checklist-mh (1)