Once you have given a price/delivered a proposal you will need to update your file for it to reflect in your pipeline. There are three key things that you need to do:
1. Update the Sales Status (to a status that is reflected in the pipeline: Hot, Warm, Active & Contract To Be Signed) ***Please keep in mind the sales statuses may vary based on how your administrator set up your company's system.
2. Check off Proposal Delivered
3. Add the Base Bid
Once you have updated the fields listed above, click Save
You will then see at the top that the file has been Updated!. You will also notice that there is a lock mark on the Proposal Delivered check box.
When you go to your Home Page you will see the update reflected.
If you click into the Pipeline Pie Chart you will see the job listed.