The Proposals page shows Proposals for all Employers that are currently associated with your Agency.
See this article for more on how to create Proposals.
IN THIS ARTICLE
Accessing the Proposals page
You can access the Proposals page by selecting Proposals in the left-hand menu.
On the Proposals page, you will see Proposals organized by:
- Proposal Name
- Employer Name
- Contact Name
- Contact Phone
- Effective Date (MM-DD-YYYY)
- Modified Date (MM-DD-YYYY)
- Status
Searching Proposals
You can search for Proposals by Employer, Effective Date, and Status.
Actions you can take
When you see a kebab menu, selecting it displays options you can take for that Proposal.
You can:
- Add: Allows you to create a new Proposal.
- Edit (Pencil icon): Allows you to edit information on that specific Proposal.
- Close (X icon): Allows you to close that specific Proposal.
You can also view Employee Status by selecting a Proposal’s name.