Teal CRM Version: v1.0
The Proposals module allows you to manage and view pre-existing proposals that are set up within Teal as well as the ability to create a new Proposal record.
Creating a New Proposal
There are two ways to create a new proposal record inside of Teal. You can access the Add New Proposal page either by hovering your cursor over the Proposals menu link within the navigation bar at the top of the page and selecting the Add New Proposal link
or by scrolling down to the bottom of the page after the list of existing proposals you have inside of Teal and clicking on the green Add New button.
From there you will then be brought over to the Add New Proposal page.
On this page you can insert the Name of the proposal, the deal that the proposal is associated with, the date that the quote was generated on, the Account name that the proposal will be sent to, the date on how long the proposal is valid until, the Contact name that is associated with the account, the stage/status of the proposal, and any comments that you would like to include with this proposal record.
Once you have completed filling out all of the necessary information about that proposal record, you will then be brought over to the deals details page to edit or review any information.