Open the Proposal and go to the Permissions Page
Click "Add Rep" in the Proposal Access Table section at the bottom.
Search for the rep, highlight and click select
The rep will now appear in the Permission to Edit list and can open the Proposal from their PREO.
How to grant access to a Proposal to another Sales Rep
Grant access to any sales rep to a proposal for edit access
Written by Zaid Akel
Updated over a week ago