All Categories > ProposalPath > Account Managers/Administration
It's easy to reset someone from your team's password if they need assistance. Watch here or follow the directions below: RESETTING PASSWORDS. Click the gear icon located in the top right corner of th…
Updated 5 years ago by Ashley
Reporting is key to helping manage your proposals. For accurate reporting, remember to move your proposals from a DRAFT status to COMPLETED status, once you've sent your proposal to your customer. Pr…
Keeping your active users up-to-date is essential and easy to do. Watch here or follow the directions below: ADDING A NEW USER. Click the gear icon located in the top right corner of the screen. Clic…
Creating default text on the administrative level sets the text for all users in the account. This can be done for each template. Watch here or follow the directions below. Click the gear icon locate…
Updated
by Ashley
