If you wanted to manually send the customer a link to their proposal:
- Open up the customer you’re talking to
- Click on the bid date next to the proposal date (or last recalculation)
- Click on the “client proposal link”
- Copy the URL from the url bar in your browser to send to the customer
If you’d prefer to resend an automated email that has already gone out:
- Go to the customer’s profile
- Scroll down to the follow-up section
- Find the email you want to resend
- Click the “Edit Email” button
- Edit the email as needed
- Click the “Trigger Step Now” button