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Add notes to a client's proposal

Adding notes to a proposal helps you record important updates in GoProposal. These notes appear in the proposal timeline with the date and time.

Written by Russell Henderson

Add a note to the timeline of a proposal

  1. Go to the Proposals and Engagement Letters tab in your dashboard.

  2. Use the search or filters to locate your proposal and select it.

  3. Select the Timeline tab.

  4. Add your note in the Add a note to timeline box.

  5. Click Add to timeline.


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