Event Planner: Accepting Proposals
From FloristWiki
This feature is available beginning in FTD Mercury X3 Fall. |
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.