1. Click on "View Proposal"
2. Click on "Add Item"
3. Select the initial Product/Service to offer
4. Give a description of the Product/Service
5. Click on "Save"
6. Click on "Add Optional Item"
7. Select the Desired "Better" Option
8. Enter the Upsell Price and Description
Note: This would be how much more the "better" option would cost than the initial Product/Service.
9. Click on "Save"
10. Click on "Add Optional Item"
11. Select the Desired "Best" Option
12. Enter the Upsell Price and Description
Note: This would be how much more the "best" option would cost than the initial Product/Service.
13. Click on "Save"
14. Click on "Notes"
15. Click on "Add"
16. Enter a Note Explaining the Good, Better, Best Options
17. Click on "Save"
18. Click on "Customer View"
19. The Optional Items Will Now Be on the Customer Proposal
20. The Client Note Regarding the Options Will also be Displayed
