Create a proposal
- Go to Agency Tools and select Proposal Builder.
- You will see the Proposal Builder page then Click Create a Proposal button.
- You can change the title of your proposal with the PROPOSAL TITLE field.
Change the Currency using the CURRENCY fieldNote: You can only select a currency from this point only.
For the next step, you can either Add new contact or Search for a Contact.
Search for a contact
You can search for existing contacts found on your CRM, once a contact is selected, it will populate and display all the information for that specific contact.
- When you click Next, the page will redirect you to your proposal editor.
Add new contact
If you want to add a new contact, click on the Add new contact link.
Fill in you contact's details and click, Next to redirect you to your proposal editorNote: New contacts added here will be automatically saved on the CRM.