How to Insert a Spreadsheet into Proposal Content

FollowUpCRM

1. 1. Select where you would like to insert the spreadsheet

   

2. 2. Click on Insert

   

3. 3. Click on Table

   

4. 4. Click on Insert Spreadsheet

   

5. 5. Add information into the spreadsheet

   

6. 6. Click on highlight

   

7. 7. Formulas can be added

   

8. 8. Set your visible area

   

9. 9. Click on Edit Visible Area

   

10. 10. Click and drag to select the area you would like to be visible

    

11. 11. Click on Done

    

12. 12. Click on Save & Exit

    

13. 13. Your spreadsheet will now show in your content document

    Double click on the spreadsheet to edit (for the template and for users creating proposals)

    

14. 14. Don't forget to save your work!