Manage the Deal Button - Add Deal Notes, View Proposals, Change Proposal Status

Use the Manage Button to add color-coded deal notes, update proposal status, verify multi-option proposals, view and delete(hide) obsolete proposals. (Fig. 1)

Figure 1. Add deal notes, update proposal status, verify multi-option proposals, view and delete(hide) obsolete proposals.

• Add Deal Notes. Deal notes can be color-coded to flag roadblocks (Red), add caution (Yellow), or signal readiness (Green) and are shared between App and Portal.
• Turn on the Show Details switch to view details of deal proposals, delete (hide) proposals, and change the proposal status.
• Proposal status can be changed in this view. Note that, Accepted status requires Customer Acceptance, so, it cannot be changed in this view. Use the Signature tab to accept proposals.
• Use the Red trash can icon to delete/hide a proposal. "Deleted" proposals are hidden from view but are still accessible if needed. Turn on the Show Deleted Proposals switch to view deleted (hidden) proposals.
• When more than one option is selected for a quote multi-option verification is required. Tap on the Red Verify icon to verify that the correct number of options have been selected.

What happens when I make a change to a proposal?

When changes are made to the options selected the app will automatically create a new proposal. The original quote will become "Obsolete" and a back-office email will be sent out with the new quote.

When a pending quote is accepted, the Comfort Consultant will complete the Customer Acceptance on the signature tab, the app will create a new proposal, the original proposal will become obsolete. The new proposal PDF will display an additional line "Remote Acceptance" (Fig. 2) and a back-office email will be sent. 

When the proposal status is changed from Obsolete or Pending to Declined, no back-office email is sent. Any action that changes the Proposal PDF will generate a back-office email.

Figure 2. Remote Acceptance line added to the Proposal PDF

Proposals will remain "Pending" until they are "Accepted" or "Declined".  We recommend updating the status of obsolete and pending proposals to "Declined" on a regular basis.