β
β
1. Click on Company Settings
2. Scroll down
3. Locate the title "Company Address"
4. Click on the box with the address that you need to change
5. Delete the previous one and type the new one
6. Scroll down to the bottom
7. Click on Save
8. Scroll up to the top and you will see this message
Make sure it appears, as this is our confirmation message that the information was successfully saved.
π¬ Now that we have our new address saved, let's see what it looks like in the proposal that will be sent to the client.
9. Click on Sales Pipeline
10. Locate your project or client
11. Click on the Proposal#
12. Click on View Portal
It will show you the proposal from the customer's perspective.