Cloning a Proposal
Cloning a Proposal
Select the Proposal you wish to clone
Navigate to the 3 dots of the Proposal then select Clone
You will be redirected to the newly cloned proposal, When you navigate back to the index page you will see the cloned proposal
Proposal Index Filter View
Proposal Index Filter View
Alphabetical Filter
Hover over the field you want to filter
Click with your mouse once you see the blue outline
With the first click an arrow will point up to signify A-Z
Second click an arrow down signifying Z-A
Third click will reset back to default
Column Pin
Select pin column to pin a specific column to the left or right
Column Filter
Certain columns will be able to filter per item
Select the tick box of the items to remain on the filter and untick those to remove
Index Filter
Configure the index with the columns you want to include and remove
Add Proposal to Dashboard
Add Proposal to Dashboard
On the Proposal Index page select the 3 dots of a Proposal
Select Add to Dashboard
Navigate back to Proteus dashboard to view and access Proposal
