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:
-
In the Navigation pane, select
.
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.
-
Scroll through the list to locate the record that you want and click the record to display it.