GoProposal

The Clients &amp; Prospects page lets you manage client details, proposals, and related information in one place. After setting up your Contact Hub, you can edit proposals, update client details, and link integrations.

📎 NOTE: If no client information appears, you need to add clients manually or import your client data.

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In GoProposal, click clients &amp; Propsects to open the Contact list.

Click View beside the individual or organisation you want to manage.

1. In GoProposal, click clients &amp; Propsects to open the Contact list.
2. Click View beside the individual or organisation you want to manage.

Editing or duplicating opens the Create Proposal page

Saving as draft or live adds the new version to the proposals list

Viewing opens the proposal details on the Proposal Dashboard

- Edit, duplicate, or view proposals
- Editing or duplicating opens the Create Proposal page
- Saving as draft or live adds the new version to the proposals list
- Viewing opens the proposal details on the Proposal Dashboard

Categorise as Client or Missed Opportunity (a proposal marked as lost)

Add a specific renewal date if it differs from the financial year end

- View and edit client details
- Categorise as Client or Missed Opportunity (a proposal marked as lost)
- Add a specific renewal date if it differs from the financial year end
- Click Save after making changes

View client value over the last one, two, or three years

Hover over points on the graph to see the proposal and date

Use this data to set renewal goals and track value over time

- View client value over the last one, two, or three years
- Hover over points on the graph to see the proposal and date
- Use this data to set renewal goals and track value over time

Click Edit, then Add to create a note

- Add notes for quick reference
- Click Edit, then Add to create a note
- Save to confirm changes

Add or edit related individuals and their positions

- Add or edit related individuals and their positions
- Remove incorrect entries or save updates

Link client details to integrations for automatic population on the Create Proposal page

Click Edit, search for the client, and press Enter

Status changes to Linked. Click Save

- Link client details to integrations for automatic population on the Create Proposal page
- Click Edit, search for the client, and press Enter
- Status changes to Linked. Click Save

Confirm deletion or select I’ve changed my mind

- Delete a client if necessary
- Confirm deletion or select I’ve changed my mind

⚠ CAUTION: You can not recover deleted client details.

Using Clients &amp; Prospects on the Create Proposal page

Search for an existing contact from the contact list within Clients &amp; Prospects

If the system doesn't import the contact, search and add them during proposal creation

If a client is already linked to an integration, it appears as Linked

- Search for an existing contact from the contact list within Clients &amp; Prospects
- If the system doesn't import the contact, search and add them during proposal creation
- If a client is already linked to an integration, it appears as Linked

<a href="https://help.goproposal.com/en/articles/5957940-how-to-set-up-your-clients-prospects">How to set up your Clients &amp; Prospects</a>

<a href="https://help.goproposal.com/en/articles/5465805-view-and-manage-invoices-in-the-goproposal-dashboard">View invoices from the dashboard</a>

<a href="https://help.goproposal.com/en/articles/5469829-changing-account-codes-within-the-invoice-tab">How to change account codes</a>

Visit the <a href="https://communityhub.sage.com/gb/cloud-products/f/goproposal-general-discussion" rel="nofollow noopener noreferrer" target="_blank">community hub</a> or contact us in the chat.

Learn how to manage client information, proposals, and integrations using the Clients & Prospects page in GoProposal.

How to use Clients & Prospects

Go to the Facebook GoProposal Group

Head to the GoProposal Terms and Conditions Page

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How to use Clients & Prospects

Accessing Your Clients & Prospects

What you can view and manage

Using Clients & Prospects on the Create Proposal page

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