What to do once a proposal is signed

Last updated:

June 15, 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