There may be occasions when you add a line item to a Proposal and want to copy that into the Event Budget to track it as an expense (and even payments against it).
You can do this from inside the Proposal Dashboard.
To Copy a Proposal Line Item to the Event Budget:
- Use one of these three ways to access the Proposals tool:
- Click on the "Proposals" tool button on the Event or Lead Dashboard.
- Use the Quick Launch or Switch Event tool to select the appropriate Event and the "Proposals" tool.
- Click on "Proposals" in the main navigation bar.