The Salesperson Preview Proposals list allows you to create new proposals and work with existing ones. Proposals are used to see what your account list would look like should you reallocate accounts. The Salesperson Preview feature is highly recommended when hiring a new account executive or when restructuring your sales portfolio.
Display the List
Display an Existing Proposal
To display an existing proposal, click the name, and the Proposal screen displays.
Delete an Existing Proposal
Move your mouse over the proposal that you wish to delete, click the gear icon, and then select Delete from the menu.
Click the Delete button on the confirmation dialog.
Add a New Proposal
From the top of the screen, click the Add a Salesperson Preview button.
Complete the Name field, which is required.
- Complete the other fields, as necessary.
- Click the Save button.
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