Add a New Firm Setup - Proposals Record

Use Firm Setup - Proposals to set up "Proposal Firms" and enter other proposal-related configuration information.

To add a new Firm Setup - Proposals record, complete the following steps:

1. From the Ajera CRM Navigation Menu, click Configuration > Organization > Firm Setup - Proposals.
2. Click New on the toolbar.
3. Enter information on the Firm Setup - Proposals form.
4. Click Save.