Event Planner: Accepting Proposals
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(Difference between revisions)
(New page: When you accept a proposal, the status of the proposal changes to accepted. This allows you to create orders based on the proposal. You should only accept a proposal once you have confirma...) |
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When you accept a proposal, the status of the proposal changes to accepted. This allows you to create orders based on the proposal. You should only accept a proposal once you have confirmation from the customer. | When you accept a proposal, the status of the proposal changes to accepted. This allows you to create orders based on the proposal. You should only accept a proposal once you have confirmation from the customer. | ||
| - | To accept a proposal: | + | '''To accept a proposal:''' |
# Use the Event Dashboard to locate the proposal and click on it in the results. The Event Setup screen opens. | # Use the Event Dashboard to locate the proposal and click on it in the results. The Event Setup screen opens. | ||
# Click the Proposal button. The Proposal screen opens. | # Click the Proposal button. The Proposal screen opens. | ||
# Click Accept. | # Click Accept. | ||
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| + | <hr> | ||
| + | [[Event Planner|Back to Event Planner]] | ||
Revision as of 13:50, 12 September 2011
When you accept a proposal, the status of the proposal changes to accepted. This allows you to create orders based on the proposal. You should only accept a proposal once you have confirmation from the customer.
To accept a proposal:
- Use the Event Dashboard to locate the proposal and click on it in the results. The Event Setup screen opens.
- Click the Proposal button. The Proposal screen opens.
- Click Accept.
