Manual Proposal tracking
J
Jared Abrams
Please give me the option to check a box that triggers the proposal to trigger. I do not want desking but I want to be able to track who has received or hasn't received a proposal
Shelby Parker
Thank you for posting, Jared Abrams! I have a few more questions for you:
- What specific information do you need to track about the proposals?
- How would you like to be notified about the status of the proposals?
- Are there any specific criteria or conditions under which a proposal should be marked as received?