Troubleshooting
What if a Client Can't Click a Proposal Link?
You have the option to create a .pdf of any proposal you create. Click the Print icon in the top right corner of the proposal. This will automatical...
Proposals Not Showing on Reports?
Make sure you click on the GREEN Finish button after emailing a proposal. "I've sent this document, move it to active status and complete the proces...
Old Data Showing in a Proposal?
This happens when you change the Start & End dates on a proposal, but don't delete the date from the meeting space grid. Just changing the Start/End d...
Updated Links Not Showing?
When you update a link, it will be applied to all proposals from that point forward. Older proposals (that you created prior to the link being update...
'Draft An Email' Button Not Working?
Update your mailto protocol on your computer. Sometimes this occurs after computer updates. How To Update Your Mailto: Protocol As a workaround, click...
Revenue Not Generating Correctly?
Ensure the amounts being entered do NOT have commas included (e.g. 1,500 instead of just 1500) in the Meeting Space step. The system expects a numeric...
Print Function Not Working?
The print button formats the proposal into a PDF so you can print the file locally. If nothing happens when you click on the PRINT option, there is mo...
Not Receiving Leads?
Do we have the correct email address? Please check your settings to ensure we have the correct email address. Have you checked your SPAM folder? Mak...