As your library of proposals grows, you may want to view and manage them accordingly.
To view proposals:
- Navigate to Proposals
- Proposals will appear as tiles, showing key information such as the author, date created, number of views and current status type (Published, Pending, Draft, Accepted, Request a callback, Archived).
- Use the filters at the top to find proposals by Agent, Type (Published, Pending, Draft, Accepted, Request a callback, Archived) or Sort (Newest, Oldest, or alphabetically).
You can then do the following for each proposal:
- Switch to Draft