Welcome to this tutorial! Here, you’ll learn how to efficiently create a new proposal in PerfectCRM. Follow these simple steps to get started and make the most of the platform’s features.

Go to the Sales menu and click on the Proposals section.

Once you’re in the Proposals section, click on the Create New Proposal button.

Fill in the Required Information: Complete the form with the requested information for the proposal. Make sure not to leave any fields blank to ensure the proposal is complete.

Save the Proposal: After entering all the information, click on Save.

And that’s it! This is how you can add new proposals in PerfectCRM.

If you need help at any time, don’t hesitate to contact our technical support.