Need to locate a certain proposal? There are various ways you can filter your proposals to find what you are looking for.
Using The Search Function
The search function is great if you're looking for a specific proposal buried within your dashboard.
Step 1. Go to your proposal dashboard
Log in to the admin area of your app and go to your proposal dashboard.
Step 2. Hit the search bar in the top right of the page.
Step 3. Choose an appropriate search term to search through your chosen field.
Fields you can search include the company name, a clients first and last name, the proposal ID or their e-mail address.
Using The Filter
Using the filter you can search for proposals which fit a defined criteria by you.
For example, this is great if you want to run reports on proposals won/lost during a particular time period, for example.
Step 1. Log in to the admin section of your app and go to your proposal dashboard.
Step 2. Use the filter bar along the top of the page
Define your search criteria using the drop down and free text bar options. Once you have made your choices, select filter.
You can filter your proposals by its status (won/live), the type of proposal, the time period, the staff member who produced it, the principal in charge of the assignment or the person responsible for servicing them.
Exporting The Data
You can export the results of your searches using the export to CSV button at the bottom right of the page.