Sales Culture > Proposal
Monitor Proposal Progress
Posted by i3Teamworks Admin on 28 Feb 2018

Monitor Proposal progress and status.

1. From your Main Dashboard, tap on SALES and click Proposal 

2. Tap on 

3. Select Date and click

                  

Note:

*Potential Value and Total Potential Value are referring to each Proposal Percentage.

*Click on the Proposal Title in the table to view the Proposal Details