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    Editing Proposals
    • 27 Jan 2022
    • 1 Minute to read
    Contents

    Editing Proposals

    • Updated on 27 Jan 2022
    • 1 Minute to read
    Article Summary

    You can edit any of your proposals from the CRM section of the Admin Panel.

    Some details cannot be edited once a proposal is sent.

    These fields are greyed out in the proposal record.

    1. Log in to dashboard.nexudus.com if you aren't already.

    2. Click CRM > Proposals.

    3. Click the proposal you want to edit.

    4. Edit your proposal as needed.

    5. Click the Save Changes button.

    You've successfully edited your proposal.

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