View all your Proposals and Cards or just those from a specific category.

Select a Property

If you have access to more than one property, select a property from the drop-down menu. This step is unnecessary if you have access to only one property.

Select Activity

Select Activity from the top navigation bar.

Choose a Category

The Currently Viewing drop-down list acts like a filter for your Proposal and Card. By default, the Activity log displays only Proposal/Card with a Prospect status, which is the default status assigned to newly created Proposal/Card. Choose a category from the list to only view Proposal or Card with that status, including those that have been archived. For more information on archiving, see Status.

• Proposals Activity - statuses
• Proposals Activity - Clone
• Proposals Activity - sort the activity log
• Proposals Activity - activity overview
• Proposals Activity - navigating resends
• Proposals Activity - Download PDF
• Proposals Activity - preview your Proposal or Card
• Proposals Activity - how to link a copy of the Proposals
• Proposals Activity - change an expiration date
• Proposals Activity - search within the activity log