How to Add a Date Picker to Proposal Content

FollowUpCRM

  1. 1. Select where you'd like to add a date in your document

    Select where you'd like to add a date in your document

  2. 2. Click on Insert Content Controls

    Click on Insert Content Controls

  3. 3. Select Date picker

    Select Date picker

  4. 4. Click on highlight

    Click on highlight

  5. 5. With Date picker selected, click on Insert Content Controls

    With Date picker selected, click on Insert Content Controls

  6. 6. Click on Control Settings

    Click on Control Settings

  7. 7. Select date display format

    Select date display format

  8. 8. Click on OK

    Click on OK

  9. 9. When creating a proposal, you will have the option to select a date from a calendar

    When creating a proposal, you will have the option to select a date from a calendar

  10. 10. Click on highlight

    Click on highlight