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Add an item to the Sales Proposal Timeline
Feb 11, 2021
716
- On the Timeline tab, click the Add button.
- 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.
- Enter the Timeline Date. This is the date this timeline activity was performed.
- 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.
- Enter a Description of the timeline activity (optional).
- Click Done.
