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How do I record a Proposal Outcome?

This article will walk you through the steps on how to mark a proposal as Won or Lost.

Manually recording a Proposal as Won or Lost is easy in FieldFlo. Follow the steps below to learn how to do this!

Required

  1. In order to record a Proposals Outcome, you must have the following roles enabled:
    ​
    ​• View All Leads or View Only Assigned Leads
    • Can Add Leads

  2. Before recording a Proposal Outcome, the proposal must be Verified Signed. You can verify the proposal is signed by clicking the ••• next to the proposal, and select Verified Signed.

Here are the steps to record a Proposal Outcome:

  1. On your left main menu, click CRM then click Leads.

  2. You can scroll to find your Lead, use the search bar, or click the icon to apply filters to the Leads list.

  3. Once you've found your Lead, click on the Lead to open it up.

  4. Select Proposals, click Record Outcome next to the proposal, then select the outcome.

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