To finalize a proposal in V2, click the "Finalize Proposal" button underneath the proposal that you want to use. Deals can also be finalized by clicking all the way through to the agreement. /span>

If a deal was finalized and the rep wants to change to a different proposal, they can go to the proposals tab and click "unselect proposal."

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If the agreement was signed and the deal is marked as complete, the agreement will need to be voided before a new proposal can be selected.