How to Edit a Locked Proposal
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Rachel Hughes

Created Apr 24, 2024

How to Edit a Locked Proposal

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FollowUpCRM

8 Steps
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.

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2

Click on Unlock

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3

Click on Create Copy

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4

Make any desired edits.

5

Click on Resend to Client

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6

Click on Resend to Client…

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7

Type "Enter New Email Address"

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8

Click on Send to Client

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