proposals sectionProposals Section
In the Proposal section, you can see a list of proposals created for this customer.

View the Proposals List

For each proposal in the list, you can see:

  • Reference id number and proposal name
  • Total: Total amount of the proposal
  • Rep: Sales rep name
  • Status: Proposal status
  • Created: Name of the person who created the proposal and the date it was created

You will see Archived along the left edge of a proposal that has been archived.

View/Edit Proposal Details

To view or edit proposal details:

  1. Click on a proposal in the list
  2. The proposal will open in the Proposals module

Create a Custom Location List

Add a custom locations listAdd a list of custom locations for a proposal
When a sales person does a walkthrough or a site visit, they should document all of the rooms in the house/office in the Custom Location area. Future proposals for the customer will pull from this pre-defined locations list.

To create a list of custom location names:

  1. Click the Custom Locations button at top right to add a list of location names
  2. Type in a location name
  3. Hit the enter/return key
  4. Type the next location name
  5. Hit the enter/return key after each list item to separate the items into a return-delimited list
  6. Click the Proposal List button to return to the List of Proposals OR click the New Proposal button to create a new proposal
    sample custom location listSample Custom Location List

Create a New Proposal

To create a new proposal:

  1. Click the New Proposal button at top right
  2. A new proposal will open in the Proposals module

add a new proposalAdd a new proposal

For more information about the Proposals Section, watch the Proposals and Sales Orders video:

Last modified: 19 Dec 2018

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