How to Add Contacts to Proposals – 2nd Guide

Right below the proposal details in the third step of creating a proposal, you can see a section “Contact info”. To add a new contact, simply click on the button in the right-hand corner and fill in the contact details.

Fill in contact details
Fill in contact details

To view more contact details, update or remove the contact, simply expand it by clicking on it.

Expand the contact to update or remove it
Expand the contact to update or remove it

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