Use keywords to find the Proposals or Cards you seek.

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.

Basic Search

Choose either the Proposal or Card tab depending on what you are searching for.

Select a filter or All from the Currently Viewing drop-down list. (By default, the Prospect filter will be in use.) Enter keywords in the search box and select Search.

Your search results will appear in a new tab called Search Results.

Advanced Search

Select Advanced Search.

Enter the desired criteria and choose options from the drop-down lists. Select Search.

Exit Search Mode

Click on the close (X) icon on the Search Results tab.

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