CRM Frequently Asked Questions
When creating a new proposal you will be prompted to assign a Client (company). In this field you should select where the person to whom you are writing the proposal is located.
- I’m writing a proposal for a Diageo project located in Plainfield, IL.
- My contact is located in London, UK.
In this case the opportunity is assigned to Plainfield, IL (where the project is being executed)
For the proposal template dropdown menu, I should choose Diageo – Corporate in the client field since my contact is located at the global corporate headquarters in the United Kingdom.
My contact will then appear in the contact dropdown menu.
A proposal is directed to a person, rather than a company so make sure you select where your contact is located when creating a new proposal template.