Mobile: ProposalsMobile: Proposals

The Proposal list shows all active proposals for the customer.

At the top of the window are three icons:

  • Back Arrow takes you back to the customer details screen.
  • Magnifying Glass searches for a specific proposal using a wildcard search. Enter the word or phrase and click Filter to display only proposals containing that word or phrase.
  • Options Gears opens a popover window with several options available.
    • Create New Proposal – opens a blank proposal with the customer’s details filled in.
    • Enter / View Customer Locations – this is where you can enter the names for each room in the customer’s job. These details help when defining where the product is going to be installed.

Each listed proposal provides the following details:

  • Proposal Number and Name
  • Total value of the proposal
  • The name of the Sales Rep
  • Proposal Status
  • Who Created the proposal and When it was created

Tap on any proposal to see the full details of the proposal.

Note: The Proposal module has not been optimized for mobile view. So you might find it easier to use a computer to create a proposal.




iPoint Version: 9.0814
Last modified: 21 Apr 2022

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