Header images are a great way to make your proposal more appealing than others. This header image will live behind the title of your proposal when sent to a client. The steps below will show you exactly how to do this!
Required
In order to change a proposal's header image, you must have the following roles enabled:
• View All Leads or View Assigned Leads
• Can Add Leads
Here are the steps to change a Proposal's Header Image :
On your left main menu, click CRM then click Leads.
You can scroll to find your Lead, use the search bar, or click the
icon to apply filters to the Leads list.
Once you've found your Lead, click on the Lead to open it up.
Select Proposals, click the ••• next to the proposal, then click Edit Proposal.
Once the proposal opens, click Edit Header.
You can select one of the FieldFlo provided images, or click Upload to attach your own.
Now your proposal has an awesome header image!
