When I assign a project to a “rep/sales manager” what do they have access to do?

What a manager can do on a project

Set a preparing status

  • On the main projects page, click on the 3 dots menu on the right-hand side of the project bar and select preparing status. A new field will pop up for you to make a comment saying you are working on this quote.

Submit a Proposal

  • On the main projects page or in the project itself, click the send Proposal button. Upload your PDF or DocX document and set an expiration date. You can also add additional documents (Ex. Marketing Materials, Contracts, Order Forms)

Submit a No Bid

  • On the main projects page, click on the 3 dots menu on the right-hand side of the project bar and select No Bid. You can also No Bid in the project itself, click on the No Bid button and add a comment to explain the No Bid.
Last Updated: August 31, 2020
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