How to Add Proposal Content

FollowUpCRM

1. 1. Click on your name in the top right corner

   

2. 2. Click on Company Settings

   

3. 3. Click on Proposal Settings

   

4. 4. Click on Content

   

5. 5. Click on New Content

   

6. 6. Type the name of your content

   

7. 7. Select your Section Type

   

8. 8. Click on Save

   

9. 9. Click on Upload Word Document

   

10. 10. Drop or select a document

    

11. 11. Check Use Embedded Header & Footer Image in Proposal (for Word documents only)

    

12. 12. Click on Save Content