New Improvement for Retailers: Adding Contacts to Proposals

Who Gets It: Retailers

What Is It: We added a new section “Contact info” situated right below the proposal details in the fourth step of creating a proposal.

How It Works: Right below the proposal details in the fourth step of creating a proposal, you will see a section “Contact info”. To add a new contact, simply click on the button in the right corner and fill in the contact details.

Adding Contacts to Proposals

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

Why It Matters: When in the proposal, retailer users find it necessary to be able to add one or more contacts into the proposed project. Each contact includes name, email, phone, and a note.