Section C Menu of SF330 Proposals Form

Click the menu icon next to the title "C. Proposed Team," to access a number of functions that help you fill out Section C of the SF330.

• Add Firms — Opens the Firm lookup. You can select more than one proposal firm at the same time.
• Add Vendors — Opens the Vendor lookup. You can select more than one vendor at the same time.
• Add Clients — Opens the Client Lookup, filtered to show clients linked to vendor/consultant records. You can select more than one linked client at the same time.
• Delete Team Member — Opens a Delete Item(s) dialog box showing the team members (proposal firms and vendors) currently in the proposal. You can select and delete a team member.
  If you try to delete a firm record from either Part II or Section C when the firm record is in both locations, Ajera CRM:

  • Tells you that if the firm is at the other location, it is deleted there also, and
  • Asks if you wish to continue.

• Reorder Proposed Team — Opens a Reorder Items dialog box showing the team members in the proposal now. Select the team member to reorder, then click Up or Down to move the team member to a different location in the list.