- Create New Proposal.
- Add detail and work through until the Summary Page.
- Click "Make Template" and the Proposal will jump to the "Template" status which is the equivalent to Pre-Approved.
- You will be brought to the excursion space, where you can add additional information and Save.
- You can then close a Template.
- Templates will be moved into their own tab on the Hom - Filter page.
Manage space
Manage content
Integrations