Event Planner: Accepting Proposals
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| + | This feature is available beginning in FTD Mercury X3 Fall. | ||
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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 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. |
| - | # Click the Proposal button. The Proposal screen opens. | + | # Click the Proposal button. The [[Event Planner: Proposal Screen|Proposal]] screen opens. |
# Click Accept. | # Click Accept. | ||
Current revision
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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.
