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:
- In the Navigation pane, select .
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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.
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In the Proposals grid, select a proposal and click
- Add or modify elements on the proposal.
- On the Actions bar, click Save.
Parent Topic: Manage Proposals and Properties