Sales Culture > Proposal
Potential Proposal
Posted by i3Teamworks Admin on 28 Feb 2018 2:38pm

Monitor the Progress of Proposal  by each Sales Person

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

2. Tap on 

3. Select Date and click



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