DO IT FROM THE PROPOSAL BUILDER
1. Go to the Sales Pipeline and Find the Proposal You'd Like to Work From
2. Click on 'View Proposal'
3. Click on the Three Dots
4. Click on 'Select Package'
5. See the Package Changing Its Look
DO IT FROM THE CUSTOMER VIEW
1. Click on 'Customer View'
2. Click on Select
3. This Is How It Will Look Like from Your Customer's View







