The Goal: Configure your Sales Proposal Settings so opportunities are directed to the right confirmation URL or message after accepting a proposal, and the correct timeline item is automatically applied to your timeline.
Before You Begin:
- You need staff access to the Sales Funnel settings.
- Decide whether opportunities should be sent to a confirmation URL or shown a confirmation message after accepting a proposal — you use one or the other, not both.
- Have any timeline items you want to apply to proposal signups set up in advance. See Click here for further details on setting up timeline items.
The Sales Proposal Settings allow you to define the confirmation URL and the Confirmation Message displayed for your sales opportunities after they have accepted a proposal. Additionally, you will be able to select the timeline item that will automatically appear on your timeline when an opportunity accepts a proposal.
Step-by-Step Instructions
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Go to Contacts, Sales Funnel section, click Settings and select Sales Proposal Settings.
- Configure the following settings:
- Confirmation Url — enter the URL to which you want an opportunity to be directed after they have accepted your proposal. You may enter a URL, OR, you may display a Confirmation Message as described below.
- Confirmation Message — enter the confirmation message that you would like to include after an opportunity has accepted your proposal. You may display a confirmation message OR, you may include a Confirmation URL as described above.
- Timeline Item Applied To Signups — select the timeline item that you would like automatically added to your timeline when a sales opportunity accepts your proposal. Click here for further details on setting up timeline items.
- Click Save to save your changes.
Common Pitfalls
- Setting both a URL and a message: The Confirmation URL and Confirmation Message are mutually exclusive — use one or the other so opportunities get a single, predictable experience after accepting a proposal.