Adding a Proposal Selection Set

A proposal selection set is a saved subset of proposals based on chosen criteria. 

On the Proposal Selection Set Overview, choose Add from the component Actions menu to access the Add Proposal Selection Set component.

You must enter information in these fields:

Click in a field to add, change, or delete information as needed. Click the Save button when you are finished.


Related topics:

Maintaining a Proposal Selection Set

Managing Proposal Selection Sets

 

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