Add a New Firm Setup - Proposal Record

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

To add a new Firm Setup-Proposal record:

1. On the Navigation Menu in the desktop application, click Settings > Organization > Proposal Firms.
2. Click New on the toolbar.
3. Enter information on the Firm Setup - Proposals form.
4. Click Save.