Working with Hub Records in Proposals

While building a custom proposal, you can pull information directly from existing Vantagepoint hub records into the new proposal.

Using hub records allows the proposal coordinator to create beautiful, winning proposals that include employee resumes or bios, project experience sheets, firm profiles, narrative text, or graphics Vantagepoint.

Related Topics:

  • Insert Hub Records into a Proposal
    While building a proposal, you can insert information from one or more Vantagepoint hub records into the proposal at the same time. You define the layout of those records so they all contain the same information and layout with a few simple clicks.
  • Insert Field Information Into a Proposal
    After you insert a hub record into a proposal, you can specify the hub fields that you want to include. This option displays if your enterprise uses CRM Plus.
  • Insert an Image into a Hub Record on a Proposal
    As you build a proposal that includes hub records, the Add Record dialog box gives you the option to insert images into the hub records that are included on the proposal. You can also drag additional images onto records after initially creating them.
Parent Topic: How to...