Video Overview:
This guide will walk you through the process of creating a new proposal record in Nextage, ensuring all necessary information is linked and populated correctly.
Step 1: Navigate to the "New Proposals" Tab
Begin by logging into your Nextage account.
Locate and click on the "New Proposals" tab. This is where you initiate the creation of new proposal records.
Step 2: Select New Proposal
Once in the "New Proposals" tab, click the "Create Proposal" button.
Step 3: Select the Opportunity
Browse or search for the relevant opportunity from the provided list.
Click on the opportunity.
Step 4: Designate the Proposal Stage
After selecting the opportunity, select the stage.
Choose the appropriate stage for your proposal from the available options.
Step 5: Create the Proposal Record
Once you've selected the opportunity and designated the stage, click the "Create Proposal" button.
NextSage will then generate the new proposal.
Step 6: Verify Automatic Linking and Information Transfer
NextSage automatically links the new proposal record to the corresponding business development or opportunity record.
Step 7: Edit and Add Proposal Contributors (Optional)
You have the ability to edit and add proposal contributors.
This information is pulled from the "Teams" tab associated with the proposal.
Navigate to the teams tab within the proposal to make any changes.