How Can I Activate Proposal Workflow?

Idea / Proposal Request Workflow is a Firm Option, so only a Firm Admin can enable it.

If you are a Firm Admin, here is how to activate Proposal Workflow:

1) Got to Settings from the Main Menu (mouse over your name in the upper right).

2) Click on the Firm tab. If you do not have a Firm Tab, you are not a Firm Admin.

3) Choose Firm Options.

4) Check the Enable Proposal Workflow check box.

5) Click Save Changes.

This will add the +Idea button for Sales and the Proposals Tab for everyone that needs it.

Next you must setup the IRF Workflow Approval Process:

1) After enabling Proposal Workflow click:

2) Enter your customized approval process: 

3) Enter roles that will only be approving the Proposal (do not include sales person as they are the ones requesting):

4) Click Save Process