Product: ActionOmatic
Description: This solution describes how to add a new proposal to the constituent's record
Environment: All
Version: All


Proposals can be added from either the toolbar or from the right click menu.

To add a proposal from the toolbar, click the New button and select Proposal. To add a proposal from the right click menu, right click in the actions grid and select New Proposal.

Enter the information for the proposal and click Save and Close.