How to Copy a Proposal & Send to an Additional Contact
Rachel Hughes
Created Apr 24, 2024
How to Copy a Proposal & Send to an Additional Contact
4
a
FollowUpCRM
7 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.
2
Click on Unlock
3
Click on Create Copy
4
Click on Resend to Client
5
Click on Resend to Client…
6
Type "Enter New Email Address"
7
Click on Send to Client
Well done!
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