Clean Proposals KNOWLEDGE BASE

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Profile Set up-

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Matt Randall

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Uploading Documents

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Setting up Payroll Costs

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CRM: Uploading and editing Prospect companies

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Add new Proposal

Add a new proposal so you can build it out

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Walktrhough to Generating Proposals (the 4 steps)

Build your Proposal

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Submitting Your Proposal

Send Your Proposals to your Prospect

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Keep Track of Your Proposals

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