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What to do once a proposal is signed
Last updated:
September 25, 2018
- Mark the deal as “won” in Highrise
- Update your projection sheet
- Save the signed proposal onto the server
- BUSINESS > CLIENTS > CLIENT NAME > PROPOSALS > SIGNED PROPOSALS
- Note that if this is a brand new client, you will need to move the client folder from “POTENTIAL CLIENTS” to “CLIENTS”
- Proceed to the next steps
