Event Planner: Rejecting Proposals
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(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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| + | This feature is available beginning in FTD Mercury X3 Fall. | ||
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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 Planner: Event Dashboard|Event Dashboard]] to locate the event you want to mark as rejected and click on it from the results list. The [[Event Planner: Event Setup Screen|Event Setup]] screen opens. |
| - | # Click the Proposal button. The Proposal screen opens. | + | # Click the Proposal button. The [[Event Planner: Proposal Screen|Proposal]] screen opens. |
# Click Reject. | # Click Reject. | ||
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| + | [[Event Planner|Back to Event Planner]] | ||
Current revision
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This feature is available beginning in FTD Mercury X3 Fall. |
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.
