Sales Culture > Proposal
Add New Proposal
Posted by i3Teamworks Admin on 31 Jan 2018

1. From your Main Dashboard, tap on Common Data   and click Customer

2. Tap on

3. Click View to open Customer Detail information page

4. At Customer Detail Page click on


5. To Add Proposal, click on

**Please ensure that this Customer has Contact information and Sales Lead


*It's compulsory to attach or upload the Proposal document before submission.

*Update the Proposal Status to "Completed" will automatically update the Sales Lead into status "Close".