Adding Proposals to Prospect Records

Open the prospect record

 

Drill down the Prospect Summary

 

Double-click on the Prospect record under Prospect Information

 

Click on the Proposals button

 

Click on the New button > enter the information

 

Click on Save button

Click on Notes button

 

Click on New button to create new attachment

 

Enter info of Proposal Note > click on SAVE

 

Click on the Document tab

 

Click on New Doc button > click Browse > select the document to attach to the proposal

 

Click on SAVE button after seeing the .doc file listed under Documents(1)