Fresh Proposals

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Q: Are we able to delete/close a proposal if we never hear from the client again?

So that it doesn't take up an 'active proposal' Thank you

Sumo_CevDec 27, 2020
Founder Team
Dhan_FreshProposals

Dhan_FreshProposals

May 15, 2024

A: Yes, you can manually change the status of proposal in proposal summary page (as shown here: https://i.imgur.com/ylDzuFP.png ) or even delete it. You do have control over it. And once marked as rejected/deleted, a proposal is not counted as active proposal.

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