Select a Proposal to View or Edit
Use the Proposals grid to view a list of all saved proposals that you can view and edit.
- In the Navigation pane, select .
-
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.
- Scroll through the list to locate the record that you want and click the record to display it.
Parent Topic: How to...