Checklists are shortcuts for filling in a field within a pipeline stage, and they can require users to complete them in order to move forward to the next stage.

In the image above, the user attempted to move the deal to the next stage, but the pending checklists prevented the action.

The green checkmark indicates that the checklist has been filled in correctly.

The red "x" indicates that the checklist has been filled in incorrectly.

The gray checkmark indicates that the checklist has not been filled in, but it is not mandatory.

The triangle with an exclamation mark indicates a required checklist that has not been filled in.

In the pipeline stage settings, click on Configure checklists in the desired stage.

First, fill in the name of the checklist. The name will be displayed here:

Click the "+" to insert a filter for the checklist's visibility, if necessary.

Since I am configuring a checklist for filling in contact details, I will specify that it only appears if the customer is a company:

This ensures that this block only appears (and is therefore only required) when the customer is a company.

Later, I can configure a new checklist block for individual customers.

To add the fields to be filled in and their conditions, move to step 2:

The item description will appear here:

I will configure the "Segment" field for the customer.

To make it mandatory, I check Add condition for advancement and specify that the field must be different from empty:

For a contact to be mandatory, I will insert the Deal Contact field. If I insert the "name" field from the Contact entity, I won’t be able to fill it in—because the deal doesn’t yet have a contact. That’s why we use the Deal Contact field.

I will also request the contact’s email. Instead of "different from empty," I will use "contains @" to help ensure that a valid email is entered.

Finally, I will request the company's CNPJ.

Since at this stage it might be difficult to obtain the lead’s CNPJ and it won’t be necessary right now, I will leave it as non-mandatory—simply by not checking the Add condition for advancement option.

Remember that the CNPJ is part of the Customer entity, not the Contact entity.

Below is how the checklist we just created looks in practice:

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