Create objectives linked to each step in the pipeline

In the latest update of the sales board, you can create objectives related to each step of the sales process. Objectives are things that need to be completed in each step before the opportunity can move forward.

The objectives are executed through checkboxes that are presented when the opportunity is in each step. You create your objectives in Settings, Categories, Type of opportunity/Step.

Then click on the pen to the right of each step in the pipeline to add or edit.