- 12 Aug 2022
- 1 Minute to read
Adding Proposals
- Updated on 12 Aug 2022
- 1 Minute to read
You need to create proposals prior to sending them to existing or potential customers.
Log in to dashboard.nexudus.com if you aren't already.
Click CRM > Proposals.
Click Add proposal.
Select the customer who should receive the proposal from the Customer drop-down list.
Select the Plan you want to add to your proposal.
Select the selected plan's Start date.
Add any Notes you want to share with the customer.
Click on the Documents tab and add any document you'd like to share with the customer alongside the proposal.
Click the Save Changes button.
You've successfully added a new proposal draft.
You can edit any of the proposal's details while it remains in draft.