Managing the Checklist
Written by Sukhmanjeet Kaur
Updated at August 1st, 2025
In the Manage Checklist module, admins can provide a checklist of important parameters that sales reps must follow and include in their conversations during calls with clients. This feature helps ensure that key topics and best practices are consistently addressed, improving overall sales effectiveness and ensuring uniformity in the approach taken by sales reps.
To create a checklist, follow these steps:
- Log in to Aviso and from left hand side menu, select Admin.
- Under Realtime Coaching, select Manage Checklist.
- A list of currently running checklist items will be displayed.
- To create a new checklist, click +Add Response.
- The Create Response page will open up, enter the following information:
- Checklist Name: The name of the checklist.
- Checklist Items: List of items that you need to add in the checklist.
- Activate when deal stage is: The deal stage when you want the checklist to be activated.
- Activate when deal type is: The deal type for which want the checklist to be activated.
- Once you have entered the desired info, select Create.