Activating Idea and Proposal Workflow In Your Market
Firm Admins can activate Idea and Proposal Request Workflow in Settings / Firm / Firm Options, by checking the Enable Proposal Workflow checkbox and clicking the Save Changes button. This will add the +Idea button and the Proposals tab to the Home Calendar.
*Note: You must create an IRF approval process after activating the Idea and Proposal Request Workflow.
**When setting up approval process be sure to only include roles to approve the Proposal. Do not include sales person as they are the ones requesting.
Creating a Proposal for Sales
When Promotions wants to initiate the Proposal, that can be done from the Proposals Tab on the Main Calendar.
- Click on the Proposals tab from the Main Calendar.
- Clicking Create Proposal opens the Proposal form for the Promotions Director to give the sales person the information in the Proposal. Promotions Directors can propose a New Promotion, an Existing Sponsorship opportunity (from Details > Sponsorships in a PRF) or any combination of the two Elements. In addition to the details of each Element, the Promotions Director also specifies what the station will provide and what the client will provide in return (i.e., tickets, a cash buy, etc.) as well as their values. Clicking Save will save the Proposal for later editing or to send the final info to Sales.
- Once saved, the Promotions Director can see the Proposal in the Proposals tab on the Main Calendar page of vPromotions. If Promotions is providing a Proposal One-Sheet Template, that can be created in whatever application you wish and attached to the Proposal. To Release the proposed promotion back to the sales person, click the blue button with the little salespeople on it. That will Release the Proposal to Sales.
- The sales person can then retrieve the information, and when the promotion is sold to the client, click the green (like money) Sold It! button.
- Once the sales person has confirmed the sale and attached the order (if needed), there is a confirmation, and the AE can go back to the Proposals tab to click Create PRF to convert any New Promotion Elements in the Proposal into a PRF. From there, the PRF follows your usual workflow.
