Edit a Saved Proposal

You can modify most aspects of an existing proposal.

If the proposal contains hub records, see Edit a Hub Record on a Proposal .

To edit a saved proposal:

  1. In the Navigation pane, select Proposals > Custom Proposals.
  2. On the Custom Proposals form, enter a complete or partial name or number in the Find proposal lookup field to find and open a proposal, or click on the grid and then specify search criteria to filter the list of proposals in the grid.
  3. In the Proposals grid, select a proposal and click Options > Edit.
  4. Add or modify elements on the proposal.
  5. On the Actions bar, click Save.