Duplicating a Proposal is easy with FieldFlo. Follow the steps below to learn how to do this!
Required
In order to Duplicate Proposals, you must have the following roles enabled:
• View All Leads or View Only Assigned Leads
• Can Add Leads
Here are the steps to Duplicate a Proposal:
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, then click on the Proposal directly to open it up.
Once the proposal opens, click the ••• on the bottom right, then click Duplicate Proposal.
