Inserting a Method of Sale to your Proposal

Inserting a Method of Sale to your Proposal

This article covers the process of editing the Method of Sale within your Proposal.

In this section you will be able to make a recommendation about the most suitable sales method for your client.

1. Navigate to Method of Sale and click in to edit.
2. Adjust the text for each relevant sale method.
3. Edit image as required.
4. Click on the eye icon to hide a section.
5. Click on recommended sales method and change as required.