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. 

Video


Procedure

  • From an existing Project Proposal, select the Timeline area and click the + button to create a new activity
  • Types of activities include
    • Appointments
    • Emails
    • Notes
    • Tasks
    • Phone Calls

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