ClientPoint offers several convenient methods to update the status of your proposals, catering to individual or bulk updates. This flexibility ensures efficient project management and tracking.
There are numerous ways to change the status of your proposals.
Here are three different ways to do so:
Methods to Edit Proposal Status
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Updating During Proposal Creation or Analytics Review
- While creating a proposal or reviewing its analytics, you can directly modify its status in the Info section.
Quick Edit for Individual Proposals
- Navigate to the Manage Page.
- Highlight the desired proposal and select Quick Edit.
- Choose the Edit Status option.
- Select the new status and click Save Changes.
Bulk Update for Multiple Proposals
- Go to the Manage Page and select More, then Bulk Edit.
- Check each proposal you want to update.
- Choose Bulk Edit, check the Edit Status option, and select the new status.
- Click Save Changes to finalize the updates.
Tips for Efficient Status Management
- Use bulk editing for multiple updates to save time.
- Double-check the proposal list to ensure correct selection before saving changes.
- Review updated statuses in the Manage Page for accuracy.
Conclusion
ClientPoint simplifies the process of updating proposal statuses, offering individual and bulk options for customization and efficiency. For assistance or questions, contact support@clientpoint.net.