Once created, proposals needs to be approved in order to be scheduled, under the Proposals section it is possible to track scheduled proposals across all its possible states, including:
•Send to Evaluate: The proposals are pending for evaluation by the Supervisor.
•Send to Customer: The proposals are waiting for customer evaluation,
•Approved: The proposals are approved by either the Supervisor or the Account Executive (after customer approval) and ready to be scheduled.
•Rejected: The proposals are rejected by the Account Executive or the Supervisor.
•Expired: The proposals had exceeded the maximum validity date established by the Supervisor.
•Archived: The approved/rejected proposals which are already removed from the list and moved to archive.
•Scheduled: The approved proposals which are either partially or fully scheduled.
•Search status: Search all proposals (and orders) with any status.