Finding Proposals

Proposals inside Ad Sales Genius are contracts that have not yet been won.

This article will walk you through the different ways to find your proposals.

Method 1 - From the Contracts Window

Follow these steps to find Proposals from the Contracts Window:

1. Click Sales using the left-hand navigation menu.
   
   
   
   
2. Click on the Contracts tab to see a list of your contracts.
   
   
   
   
3. Click on the Magnifying Glass to filter your results. Select Sold Status = Open to filter for all open contracts (or proposals).
   
   
   
   
4. Click the Filter button. You will now see all of your proposals.
   
   

Method 2 - From the Account Details Window

If you know of an account that has a proposal, you can access it directly from the Account Details Window. Here's how:

1. Click Accounts using the left-hand navigation menu.
   
   
   
   
2. Click on the name of the account that has the proposal.
   
   
   
   
3. Click on the Contracts tab to see a list of all contracts and proposals for this account.
   
   
   
   

Any contract that is listed as Open is a proposal that has not been won or lost.