Event Planner: Accepting Proposals

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'''To accept a proposal:'''
'''To accept a proposal:'''
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# Use the Event Dashboard to locate the proposal and click on it in the results. The Event Setup screen opens.
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# Use the [[Event Planner: Event Dashboard|Event Dashboard]] to locate the proposal and click on it in the results. The [[Event Planner: Event Setup Screen|Event Setup]] screen opens.
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# Click the Proposal button. The Proposal screen opens.
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# Click the Proposal button. The [[Event Planner: Proposal Screen|Proposal]] screen opens.
# Click Accept.
# Click Accept.

Revision as of 12:24, 14 September 2011

Image:ImportantInfoIcon.png

This information is for beta software and is subject to change prior to release.

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:

  1. Use the Event Dashboard to locate the proposal and click on it in the results. The Event Setup screen opens.
  2. Click the Proposal button. The Proposal screen opens.
  3. Click Accept.



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