SoCast Reach Sales Management: Customizing The Proposal Template
This process is usually done by the sales manager.
As a Sales Manager role, you have the ability to configure the proposal template
- Once you're in the proposal stage / tab click the 'generate proposal' button on the right.
- This will display the proposal for this campaign
- Customizations can then be made directly to the proposal presentation within Google Slides.
- After the customizations are made, updating the proposal again within the advertising campaigns dashboard overrides those customizations and re-generates the proposal from the system.
- Download the proposal by opening the presentation link below the preview and going to File > Download in the presentation menu.
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