Display the Copy Proposal Dialog Box
You display this dialog box from the Custom Proposals form.
Prerequisite: In the Navigation pane, select and then create a new proposal or open an existing proposal.
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On the Custom Proposals form, do one of the following:
- At the end of a proposal row in the grid, click
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- Open an existing proposal and then select on the Actions bar.
- At the end of a proposal row in the grid, click
Parent Topic: Copy Proposal Dialog Box