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How do I import a checklist into DealCloser?

This is for users with existing checklists that they would like to import to Dealcloser.

See "How to create a new project?" for more information on how to create projects.

To import a Word checklist to Dealcloser:
  • After creating a new project, click "Import Checklist" on the right side of the screen of the checklist page. 

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  • Click "Choose file"  and select your preferred checklist in any of the available formats.

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  • Click "Import selected checklist" to start the import process.

 

 

     

    • DealCloser will automatically detect and match your column headers.

    • Review your imported checklist where you can:

    • Choose “Don’t import” for any columns you wish to remove.

    • Change a column type

    • Create a new custom column field or

    • Adjust any row type between Document, Item, Header or Subheader.

    • Once ready, click “Import Checklist.”

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