Edit a Hub Record on a Proposal

When the proposal is in draft mode, you can edit the hub records as a group to maintain a consistent format. Keep the proposal in draft layout mode until you need to edit each record individually.

To edit hub records while in draft mode:

1. In the Navigation pane, go to Proposals > Custom Proposals and open an existing proposal.
2. Click the Change Hub Record link or hover over the hub record on the proposal and click Options > Edit Record Layout. The proposal builder changes to Edit Record Layout mode
3. Click the Manage Records link to open the Manage Records dialog box and search for and select records.
   • To add records, type part of the record name to find and select it in the list. You can also click to display a list of records associated with the Hub or application you are working in.
   • If you cannot find a specific record in the lookup list, click Search. Use Lookup Search to locate records across the database.
4. Select records, one by one, to add to the proposal. The order in which the records display in this list is the order they will display on the proposal.
5. To remove a record from the Manage Records field, click the X by the record's name.
6. Click Apply to save your changes.
7. Modify the remaining proposal elements and information as needed. See Working with Proposal Elements for additional information.
8. On the Actions bar, click Save.