How to Copy a Proposal & Send to an Additional Contact

FollowUpCRM

  1. 1. Locate the Project for which you'd like to work on a Proposal. Scroll down to the Proposals module. Locate the proposal you'd like to edit, and click view.

    Locate the Project for which you'd like to work on a Proposal. Scroll down to the Proposals module. Locate the proposal you'd like to edit, and click view.

  2. 2. Click on Unlock

    Click on Unlock

  3. 3. Click on Create Copy

    Click on Create Copy

  4. 4. Click on Resend to Client

    Click on Resend to Client

  5. 5. Click on Resend to Client…

    Click on Resend to Client…

  6. 6. Type "Enter New Email Address"

    Type "Enter New Email Address"

  7. 7. Click on Send to Client

    Click on Send to Client