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Manually Moving a Deal to Project Accepted

Manually Moving a Deal to Project Accepted

This article details how to manually accept the Proposal, to prompt the customer's Deal Card to move into the Jobs Pipeline.

Written by Kennedy Smith

Updated over a week ago

In order to have the proposal in the Jobs Pipeline it is necessary to sign and accept it as if you were your client.

1. Find the desired customer's Deal Card

Find the desired customer's Deal Card in the 'Proposal Sent' stage

2. Click on the Proposal number

Click on the Proposal number

3. Click on View Portal

Click on View Portal

4. Sign the Proposal

Sign the Proposal

5. And click on Submit Signature

And click on Submit Signature

6. Click on Click to Accept

Click on Click to Accept

7. You should now see this Proposal has been successfully accepted!

You should now see this Proposal has been successfully accepted!

8. Returning to the Jobs Pipeline

Returning to the Jobs Pipeline

9. The customer's Deal Card has moved into the 'Project Accepted' stage, with an Invoice automatically generated!

The customer's Deal Card has moved into the 'Project Accepted' stage, with an Invoice automatically generated!