Display the Change Record Dialog Box

Display this dialog box when a proposal is in editing record layout mode.

Prerequisite: In the Navigation pane, select Proposals > Custom Proposals and then create a new proposal or open an existing proposal.

  1. Insert one or more hub records into the proposal.
    See Work with Proposal Elements for more information.
  2. Select a hub record on the proposal.
  3. Click the Options icon on the hub record's box on the proposal and select Change Record.