Archiving a Proposal
When a Proposal is archived, it shows up under the customer's Contact information as Cancelled. No Drips or further communication will go out to the client.
Note: You can find more about archiving a Proposal in this article as well.
1. Click on the desired Proposal to archive
2. Click on Archive Deal at the bottom right
3. The Deal will show up as Cancelled under Deals in the customer's Contact information
Rejecting a Proposal
Marking a Proposal as Rejected initiates a Drip Sequence trying to re-engage the customer.