Edit Proposal Manager Dialog Box

Use the Edit Proposal Manager dialog box to select the employee who is the proposal manager for an opportunity.

Location

To display the Edit Proposal Manager dialog box, complete the following steps:

1. In the Business Development workspace, click to go to the Opportunities area.
2. Select the opportunity for which you want to assign a proposal manager.
3. On the Overview tab, hover over Proposal Manager and click .

Contents

Field	Description
NAME	Select the employee who is the proposal manager for the opportunity. Type one or more characters from the employee name to select from a list of employees whose names contain those characters. Click to select from the full list of employees. (You can also search for a first name - last name or preferred name - last name combination.) When you click Save, the employee you select is also added to the Team Members grid on the Team tab and assigned the Proposal Manager role.
PHONE	This field displays the employee's work phone number.
LOCATION	This field displays the employee's team.
EMAIL	This field displays the employee's email address.
Save	If you selected an employee in NAME, click this button to save that employee as the proposal manager for the opportunity.
Delete Proposal Manager	To remove the current proposal manager for the opportunity without selecting another one, click this button
Cancel	To close the dialog box without changing the proposal manager, click this button.