Before using Sales Proposals, there are some essential requirements necessary to proceed including,:
•It is required to define at least one account executive, it requires a user with the 'account executive' entity type enabled under its personal data form (see Personal Data), and with the 'Account Executive' function enabled (see Rights Management | User Mode).
•At least one supervisor must be defined, it requires a user with the 'Sales Supervisor' function enabled (see Rights Management | User Mode),
•Proposals can be created only for customers with an account executive associated with them (see Personal Data | account executive Commissions).