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Better Proposals Clean Up

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Better Proposals Clean Up

Better Proposals Clean Up

Better Proposals Clean Up

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Login Credentials:

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Finding outstanding Proposals

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Mark Outstanding 90+ day Proposals as Lost Proposals

Finding outstanding Proposals

Under "Proposals" select "Outstanding" Tab and filter to "Everyone"

Mark Outstanding 90+ day Proposals as Lost Proposals

Proposals outstanding greater than 90 days need to be marked as lost. Select Proposal that is outdated.

Next, Click Options then "Mark as lost" and confirm by clicking the Green 'Mark as Lost" button

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