Step 1 – Selecting the Budget
First, you need to select the desired budget from the Budget list or from the Lead's profile under the Budgets tab.
Click on Budget in the Top Menu > Budgets.
Step 2 – Access the Budget Actions
After identifying the desired budget, click on the Gear icon and select the option "View Budget."
Step 3 – Viewing the Budget
After clicking "View Budget," the budget will open in a new tab. Now, simply click the "Download PDF" button to access the Budget PDF.
Important: The PDF should open in a new tab. If you notice this isn’t happening, check your browser's toolbar for a popup blocker and disable it.
If you still have questions, please contact support or reach out via WhatsApp.