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.

To select a proposal from the Proposals grid:
  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. Scroll through the list to locate the record that you want and click the record to display it.