Viewing and Managing All Proposals in Britixo CRM?

📘 Introduction:

Britixo provides a centralised area where you can access and manage all your proposals. Whether you're tracking client responses, filtering by sales agents, or following up on open quotes, this section offers the tools you need to stay organised and proactive.

🧭 Step-by-Step: View All Proposals

📄 1. Go to the Proposals Section

• From the left sidebar, click Sales > Proposals
  
  

You’ll land on the Proposals List page, which displays all proposals your staff can access.

📋 2. Understand the Proposal Table

Each row in the table includes:

• Proposal #
  
  

• Subject
  
  

• Client or Lead
  
  

• Total Amount
  
  

• Date Created
  
  

• Open Till (Expiry)
  
  

• Status (Draft, Sent, Viewed, Accepted, Declined, Expired)
  
  

• Assigned Staff
  
  

Icons on the right allow quick actions:

• 📄 View
  
  

• ✏️ Edit
  
  

• 📨 Send to Email
  
  

• 📤 Convert to Invoice or Project
  
  

• 🗑️ Delete
  
  

🔍 3. Filter and Search Proposals

Use the top bar filters to refine the list:

• Filter by Status: Draft, Accepted, etc.
  
  

• Filter by Sales Agent or Assigned Staff
  
  

• Filter by Customer or Lead
  
  

• Use the Search box to find by subject, client name, or proposal ID
  
  

🔁 These filters help you focus on proposals that need attention—like those awaiting acceptance.

🔄 4. Bulk Actions

You can perform actions on multiple proposals at once:

• Tick checkboxes next to proposals
  
  

• Use the bulk action dropdown (if enabled for your user role)
  
  

• Example: Delete multiple drafts
  
  

🧠 5. View Linked Records

When you open a proposal:

• You can view the related customer, lead, invoice, or project (if it was converted)
  
  

• Use the navigation tabs or direct links shown at the top
  
  

✅ Tips:

• Sort by Open Till to prioritise expiring proposals
  
  

• Use status tags to follow up on Viewed but not Accepted proposals
  
  

• Assign proposals to staff for accountability and tracking