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University Advancement - Adding Proposals to Prospect Records

California State University, Fullerton

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)