Conduct Proposal Follow-Up Activities
- From an existing Project Proposal, select the Timeline area and click the + button to create a new activity
- Types of activities include
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Appointments
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Emails
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Notes
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Tasks
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Phone Calls
Proposal tracking includes the ability to create follow up / activities to manage progress and tasks for the proposal. These activities are created / viewed from the Timeline area of the Project Proposal, from the system level Activities area or from Dashboards.
Video
Procedure