Account Admins can add, remove, and manage Service Team information that is featured in proposals. Whether you’ve onboarded new team members or someone’s contact information has changed, Admins now can make necessary adjustments themselves in the new Proposal Management page in the Admin Dashboard.
Note: If your current proposal template does not include a Service Team page, then this feature will not be available to your agency.
To use the Service Team Management feature:
Navigate to the Admin Dashboard and enter the Proposal Management page.
Note: You’ll need to request Admin access in order to view the Admin Dashboard.
Click the + Add Member button to add a new service team member. Click the pencil icon to the right of the table to edit the Service Team information for a specific user. Click the trash icon to remove a user from the Service Team selection menu.
Note: You’ll still need to send photo files to our team at [email protected] for Service Team pages that feature headshots.
Your updates will now appear in the Service Team selection drop-down menu within the Proposal creation flow.
The proposal you generate will incorporate the updated Service Team details for the selected user and will follow the style and formatting of your existing template design.
We’ll automatically include new users to the proposal Service Team selection menu in the Proposal creation workflow.