Conduct Proposal Follow-Up Activities

    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. 

    Procedure

    1. From an existing Project Proposal, select the Timeline area and click the + button to create a new activity
    2. Types of activities include
    • Appointments

    • Emails

    • Notes

    • Tasks

    • Phone Calls

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