Select a Proposal to View or Edit

Use the Proposals grid to view a list of all saved proposals that you can view and edit.

To select a proposal from the Proposals grid:
  1. In the Navigation pane, select Proposals > Custom Proposals.
    Use either the search or the filter option to find the proposal:
    • The Search feature allows you to use standard, legacy, personal, and shared searches to search the database and locate the record that you need. To select a Search option, click the Searches list at the top of the Custom Proposals form. See Build a Basic Search for more information.
    • To use the filter options, click above the upper-right corner of the Proposals grid and filter the grid based on values in one or more columns. See Filter the Grid Results for more information.
  2. Scroll through the list to locate the record that you want and click the record to display it.