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.
- Click Setup
- Click Sales Proposal Settings in the Sales Funnel section.
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- Configure the following settings:
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- 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
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- Click Save to save your changes