Event Planner: Rejecting Proposals
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(Difference between revisions)
(New page: If a customer rejects a proposal, but you aren't ready to delete the event entirely, you can reject the proposal in Event Planner. This changes the status to Rejected, but still enables yo...) |
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If a customer rejects a proposal, but you aren't ready to delete the event entirely, you can reject the proposal in Event Planner. This changes the status to Rejected, but still enables you to revise the proposal and send it to the customer again. | If a customer rejects a proposal, but you aren't ready to delete the event entirely, you can reject the proposal in Event Planner. This changes the status to Rejected, but still enables you to revise the proposal and send it to the customer again. | ||
| - | To reject a proposal in Event Planner: | + | '''To reject a proposal in Event Planner:''' |
# Use Event Dashboard to locate the event you want to mark as rejected and click on it from the results list. The Event Setup screen opens. | # Use Event Dashboard to locate the event you want to mark as rejected and click on it from the results list. The Event Setup screen opens. | ||
# Click the Proposal button. The Proposal screen opens. | # Click the Proposal button. The Proposal screen opens. | ||
# Click Reject. | # Click Reject. | ||
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| + | <hr> | ||
| + | [[Event Planner|Back to Event Planner]] | ||
Revision as of 13:50, 12 September 2011
If a customer rejects a proposal, but you aren't ready to delete the event entirely, you can reject the proposal in Event Planner. This changes the status to Rejected, but still enables you to revise the proposal and send it to the customer again.
To reject a proposal in Event Planner:
- Use Event Dashboard to locate the event you want to mark as rejected and click on it from the results list. The Event Setup screen opens.
- Click the Proposal button. The Proposal screen opens.
- Click Reject.
