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Changing a Proposal's Status

Updated over 6 months ago

How to Change the Status of a Proposal

  1. Go to proposals list

  2. Locate the proposal

  3. Click the 3 dots icon

  4. Select the desired status from the list

Only Manger and Owner access roles can change a proposal to Accepted or Declined.

If you manually change a proposal's status to Accepted, you will be asked to confirm this change, and a noticed will be placed on the proposal stating that this proposal was accepted by your company.

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