Moving a Proposal
If you have access to multiple sites within your DealTrak system, you can move proposals from one site to another, and reassign to a different user if required.
Instructions | Screenshot |
The option to move a proposal is available in the Go To menu within a proposal, or the drop-down menu on the Pending & All Deals pages. |  |
From this screen you need to select the branch you wish to move the proposal to, the user you wish to assign the proposal to and the Sales Staff you wish to assign it to. Checking the change branch box will move you to the branch that you have switched the proposal to. | |