Add a Sales Proposal Item to the Timeline

Shelly Satre

Mar 21, 2023

1461

Select a Timeline Item from the list OR click the + to create a new item. Timeline items displayed in the list are those that you have previously created
Enter the Timeline Date. This is the date this timeline activity was performed
Enter a Summary of the timeline activity (optional). The summary will be displayed on the timeline tab, to give you an at a glance understanding of the activity performed
Enter a Description of the timeline activity (optional)
Click Done