Create a New SF330

You can create a new SF330 from scratch, or base it on an opportunity record or on an existing SF330.

To create a new SF330 proposal, complete the following steps:

1. From the Ajera CRM Navigation menu, click Proposals > SF330 Proposals.
2. On the toolbar, click New > New SF330.
3. Enter data on each tab of the SF330 form.
4. Click Save.