Proposal Sales Process
Revisions
- Unpublish proposal from client
- SAVE a version before working on changes - you can revert back if needed
- SAVE changes
- Republish when updated
- Resend to client with updated client message
- Revise status if applicable
- Add a note for new status
Dead
- Unpublish and change status to dead to remove from your dashboard and default reporting
Contract
- Generate Contract from Billing tab
- Adjust payment schedule if required
- Attach current costing if applicable
- Change status to ‘Contract Due’
- Contract Received
- Change status
- Unpublish and save version
- Enter operations mode
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