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Add a Sales Proposal Item to the Timeline

Updated
  1. On the Timeline tab, click the Add button

 

 

  1. Select a Timeline Item from the list OR click the + to create a new item. Timeline items displayed in the list are those that you have previously created
  2. Enter the Timeline Date. This is the date this timeline activity was performed
  3. Enter a Summary of the timeline activity (optional). The summary will be displayed on the timeline tab, to give you an at a glance understanding of the activity performed
  4. Enter a Description of the timeline activity (optional)
  5. Click Done