Teal CRM Version: v1.0


The Proposals module allows you to manage and view proposals that are associated with an account inside of Teal, as well as the ability to create a new Proposal for an account.

Viewing List of Proposals


The Proposals page shows you a list of all the proposals that are inside of Teal CRM.




You have the ability to check multiple proposals at once to perform a mass update, a Subject column detailing what the proposal is, the Account that the proposal is associated with, who the Deal is with, what the current Proposal Stage is currently set at, how long the proposal is Valid Until, and an Actions column.

In the Actions column you have the ability to edit the deals record by clicking on the blue pencil icon  or deleting the record by clicking on the blue "X" icon .


Viewing Proposal Records

 

To view more information about a proposal record, simply click on the name of the deal that's displayed in blue.



You will then be brought in to the proposal record page where you can view more information about the proposal such as the name of the deal it is associated with, the date the quote was created, the account name that the record is associated with, when the proposal is valid until, the contact name associated with that account, and the current status/stage of the proposal.