Statuses on the Proposal page help you immediately understand the critical details of a Proposal or Proposal Group. They are automatically set by information you input into SingleOps, and designed to help you action Proposals/Proposal Groups quickly. You can also filter by Proposal Status (Viewed, Sent, Not Sent).
Status | Image | Proposal | Proposal Group |
Not Sent | The Proposal has not been sent via email or text message. Not Sent subtitle = "Proposal Created X days ago" |
If a proposal type email has not been sent for the proposal group AND has not been sent for any of the individual proposals, status shows as “Not Sent.” Not Sent subtitle = "Proposal Created X days ago" |
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Sent | The Proposal has been sent via email or text message but not "Viewed". Sent subtitle = "Sent X days ago" *Note: The email/text template must be "Proposal" type in order for the proposal to show as "Sent":
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If a proposal type email has been sent for the proposal group OR has been sent for all of the individual proposals, the status shows as ”Sent”. Sent subtitle = "Sent X days ago" |
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Viewed | The Proposal has been sent and Viewed. *Viewed = The Client has viewed the Proposal in the public present proposal page Viewed subtitle = "Viewed X days ago" |
The Proposal Group has been sent and Viewed. *Viewed = The Client has viewed the proposal in the public present proposal page Viewed subtitle = "Viewed X days ago" |
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