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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
Putting Together a Proposal
Last updated on:
June 15, 2018
Discovery
Last updated on:
September 25, 2018
Still have questions?
Christina
Director of Brand Management & Team Principal
christina@meshbr.com