Programs
Program Basics
- How do I create a new program?
- Change Program Client Company
- How to Edit Program Name
- Using The Notes Tab
- Can users access proposals without being assigned to them?
- How do I delete a program?
Proposal
Costing
- Adding a Management Fee
- Downloading Excel Versions of the Costing
- Adding a Note to the Client Costing
- Actions for Checked Line Items
- Adding Products & Packages from the Content Library
- Changing the Currency in Costing