Overview

You can track activities for the proposal templates and proposals, individually at the template and proposal level, from the Organization Settings.

Organization Settings - Activities

Click Organization Settings > Activities. The Organization Settings - Activities page is displayed as shown below:

For Proposals, the activities are tracked as follows:

• PROPOSAL DOCUMENT- Created
• PROPOSAL DOCUMENT- Status Updated
• PROPOSAL DOCUMENT- Deleted Permanently

For Proposal Templates, the activities are tracked as follows:

• PROPOSAL TEMPLATE- Created
• PROPOSAL TEMPLATE- Status Updated
• PROPOSAL TEMPLATE- Deleted Permanently

Proposals - Activity Log

To view the activities associated with a proposal, click the three-dot menu icon, and select Activity Log. The selected proposal’s Activities pop-up will be displayed as shown below:

You can locate specific activities using keyword search and the available advanced filters.

Templates - Activity Log

To view the activities associated with a template, click the three-dot menu icon and select Activity Log. The selected template’s Activities pop-up will be displayed as shown below:

You can locate specific activities using keyword search and the available advanced filters.