How do I create Custom Columns?

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

To  create custom columns:

• Click "Manage Checklist".

• 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.