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Walkthrough: Automating Proposal approval Notifications in your Workflow

You can ensure that team members receive email alerts whenever a proposal is approved, improving communication within your organization.

1. Click on the gear (wheel) icon in the top right corner

2. Select "Workflow" from the dropdown menu

3. Click "Proposals" from the left menu

4. Expand Proposal section

5. Click "Edit" on the "Proposal Approval Notifications" row

6. Click on the Team Members name in the left box to move them over to the right box. Team Members in the right box will automatically receive an email alert every time a Proposal is approved

7. Click "SAVE"