Click on “Activity” on the main navigation and you will be taken to the Activity log screen. The “Activity” page is composed of a list of all your existing Proposals and Cards in the system. This is the area where you may manage and track your Proposals and Cards. If you are an administrator, the list will include Proposals and Cards for all users. 

Getting to Know the Activity Log

Proposals Lite Categories

The “Currently Viewing” drop-down menu located in the top left corner of the Activity page allows you to select your preferred view from the list. You may revisit old Proposals that you have archived. For more information on archiving, read more about the “Status” action. The number next to the category in the drop-down lets you know how many Proposals are stored under that category.

Proposal/Card Tabs

Your Proposals and Cards are neatly separated on your activity page into these 2 tabs. When performing a search, the results will apply to the tab you are on (e.g. if you perform a search while on the Card tab, your search results will show only Cards).

Sorting

You may sort the Proposals by clicking on the header links in the first row to sort your activity in the order of your choice. Click on the header links consecutively to alternate between ascending and descending order.

Views

The “Views” column allows you to see if the Proposals/Cards has been viewed and the number of times it has been viewed. The number of views includes the recipient of the Proposals Lite and all BCC contacts.

Action Links

These links allow you to perform actions relating to a particular Proposal.

Preview
Click on this link to preview the entire Proposal/Card in a new window.

Get Link
Allows you to view a Proposal/Card URL so that you may copy/paste it. A good use for this is sending the Proposals/Cards link in an email to your client or to another contact.

Resend
Should your client request to have the Proposals/Cards sent again, click on the “Resend” link and the system will immediately resend your Proposals/Cards to the client. An asterisk will be displayed next to the “Sent Date” indicating that the Proposal/Card was resent.

Status
The “Status” link allows you to better organize your Proposals by placing them into different categories. Upon clicking on the link, a window will appear with a drop-down list for you to change the status of the Proposals/ Cards in Proposals Lite (e.g.: Turned Down). Click “Save” and your Proposals/Cards will now be located under the category you have specified.

Expiration Date Column

You may change the Expiration date of your Proposals right from this column by clicking on the calendar icon. The Expiration date cannot come before the Event date. You may “expire” the proposal to prevent your client from viewing it or extend the expiration date to grant them more time to view the proposal.