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How to Create a New Proposal From the Sales List?

How to Create a New Proposal From the Sales List?

The following article will show you how to create a proposal from the Sales List.

Laura Cuadros avatar
Written by Laura Cuadros
Updated over 3 months ago

1. Click on 'Sales List'

Click on Sales List

2. Locate the Options at the Top of Your Screen

Locate the options at the top of your screen

3. Click on 'New Proposal'

Click on New Proposal

4. If the Proposal Is for an Existing Contact Click on ‘New Contact’ and Search for Their Name

If the Proposal is for an existing contact Click on New Contact and search for their name

5. If Not, Add All of the New Contacts Information

If not, add all their information

6. Scroll Down

Scroll Down

7. Click on 'Start'

Click on "Start"

If you have any questions or need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.

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