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Attaching Multiple Proposals to a Singular Client's Deal Card
Attaching Multiple Proposals to a Singular Client's Deal Card

This article details the simple step-by-step of how to attach multiple Proposals to a single client's deal card.

Kennedy Smith avatar
Written by Kennedy Smith
Updated over a week ago

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1. Select the Sales Pipeline

Select the Sales Pipeline

2. Click on the preferred client's Deal Name

Click on the preferred client's Deal Name

3. Select New Proposal, under Quick Actions

Select New Proposal, under Quick Actions

4. Select desired Proposal Template

Select desired Proposal Template

5. Ensure Proposal details are accurate, then select View Deal

Ensure Proposal details are accurate, then select View Deal

6. Upon selecting, we can see a new Proposal is now attached to that client!

Upon selecting, we can see a new Proposal is now attached to that client!

7. To add an additional Proposal now, select New Proposal in the client's Deal Card

To add an additional Proposal now, select New Proposal in the client's Deal Card

8. Again, select the desired Proposal Template

Again, select the desired Proposal Template

9. Ensure details are accurate, and click View Deal

Ensure details are accurate, and click View Deal

10. We can now see both Proposals attached to the client!

We can now see both Proposals attached to the client!

11. Click on Save

Click on Save

12. And returning to the Sales Pipeline...

And returning to the Sales Pipeline...

13. The client's Deal Card now appears with both Proposals attached as it moves throughout!

The client's Deal Card now appears with both Proposals attached as it moves throughout!


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