View all your eProposals and eCards 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 eProposals and eCards. By default, the Activity log displays only eProposals/eCards with a Prospect status, which is the default status assigned to newly created eProposals/eCards. Choose a category from the list to only view eProposals or eCards with that status, including those that have been archived. For more information on archiving, see Status.
To continue learning how to create an eProposal view the articles below -
- eProposal Activity - statuses
- eProposal Activity - Clone
- eProposal Activity - sort the activity log
- eProposal Activity - activity overview
- eProposal Activity - navigating resends
- eProposal Activity - Download PDF
- eProposal Activity - preview your eProposal or eCard
- eProposal Activity - how to link a copy of the eProposal
- eProposal Activity - change an expiration date
- eProposal Activity - search within the activity log
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