Event Planner: Accepting Proposals
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Revision as of 15:26, 3 November 2011
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This feature is available in FTD Mercury X3 Fall. 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:
- 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.
