Find a Proposal

To open an existing proposal:

Use the Account View:

1)  Go to the Account View.

2)  Click on the Sales Tab.

3)  Click on the Proposals sub-tab or the ALL sub-tab.

4)  Click on the ID# of the proposal. The proposal form opens.

5)  To generate the proposal document, see Create a Proposal.

6)  If you make changes to the proposal, click Save to keep the changes.

7)  To exit the form, click on a link in the pathbar. Home>Account>Lead

Use Quick Search:

1)  Select Proposal by ID or Proposal by Company Name in the Quick Search field.

2)  Enter a value (partial or full).

3)  Click on Go. The search result is displayed. A sample is shown below. If the value matches part of more than one ID or name, multiple items are shown. Otherwise, just a single item is shown.

4)  Click on the ID# of the proposal. The proposal form opens.

5)  To generate the proposal document, see Create a Proposal.

6)  If you make changes to the proposal, click Save to keep the changes.

7)  To exit the form, click on a link in the pathbar. Home>Account>Lead