On this tab, enter basic information for the custom proposal that you are creating or modifying.
This data that you enter here does not show in the custom proposal itself; it is used to index the proposal record for easy location later on.
Contents
| Field | Description |
|---|
| Name
|
Enter the name of the new custom proposal.
|
| Number
|
Enter the number of the new custom proposal if your company gives numbers to its proposals.
|
| Client
|
Open the
Clients Lookup and select the name of the
client to whom you are sending the proposal.
|
|
Organization
|
Open the
Organization Lookup and select the
organization in your company that is preparing the proposal.
|
| Proposal Manager
|
Open the Employee Lookup and select the employee who has the primary responsibility to send this custom proposal.
|
| Date Advertised
|
Specify the date on which your
organization received notice of the Request for Proposal.
|
| Due Date
|
Specify the date by which the proposal must be sent, as specified in the Request for Proposal.
|
