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Activity overview

Latest activity by Rob
  • Rob created an article,

    Customizing your proposal

    Change the cover image and title In your Cover section, a default image is in place. To change the image, hover on the image and a “Change Image” button will appear at the top left When you click ...

  • Rob created an article,

    Send and download proposal

    In your Proposal Builder list, hover on the proposal and you will see two options. To Download click the “Download Proposal” icon which is the first option. Note: The downloaded file can either be...

  • Rob created an article,

    Arranging a product

    To reorder a product, click the arrange icon at the far left side of the product. Drag the product to any order you want

  • Rob created an article,

    Deleting a product

    Once you have a product, go to the left side of the screen Hover over the product and a delete option will appear.  Click on the Delete icon and that product will be deleted

  • Rob created an article,

    Update the quantity and pricing of a product

    Once a product is added to the proposal, the Quotation segment will be updated. You can change the number of a specific product on the QTY column. On the right side of the screen, you will see th...

  • Rob created an article,

    Add a product from store

    On the Proposal Editor page, Click on the “Add a Section”  link. The proposal will add a blank proposal section. A blank STORE PRODUCT segment  will appear on your proposal page You can choose pro...

  • Rob created an article,

    Create a proposal

    Create a proposal Go to Agency Tools and select Proposal Builder.   You will see the Proposal Builder page then Click Create a Proposal button. You can change the title of your proposal with the ...

  • Rob created an article,

    Add contacts to your sequence

    Add a contact from created sequence From the preview screen of your sequence, locate the breadcrumb navigation bar and click the title of your sequence. An overview page of the sequence will show ...

  • Rob created an article,

    Create a sequence

    Go to Agency Tools and select Marketing Automation. Click on the “Create New Sequence” button. You will be redirected to a new page where you can create an email sequence.  Set your own title. Cre...

  • Rob created an article,

    Send an email

    When the recorded lead has an email account, the “Send an email” icon (envelope) is enabled. Click on the Send an email icon when you want to send an email.         A safe email setup is required ...