Current Proposals Outstanding dashboard widget is a tool to manage your active proposals.
It shows counts of –
- Outstanding Proposals
- Proposals Created last 30 days and
- Proposals Accepted last 30 days and
- A table of ‘Follow Ups’ for current proposals
Clicking on the Outstanding Proposals number to go to Current Proposal Outstanding Details page.
Here, you get a list of all outstanding proposals, along with Job Description, Client Name, Fee Estimate and Follow Up Date.
You can also click through the proposal number (Job Code) itself to apply updates.
Abtrac KB# 2162