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Open your Media Campaign from the app launcher.

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Select Contact Wizard from the drop-down menu on the right.

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A proposal is always addressed to the campaign's primary contact. To assign or change the primary contact, open the Contact Wizard.

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The Beneficiary Contact is your contact at the organization which benefits from the media campaign. You can also use this field to add another voice invoice recipient.

Click Save to copy these contacts to your media campaign.

Your copied and saved Contacts will be reflected in your Media Campaign Related list under the Campaign Contacts tab:

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If you need additional details on Contact Wizard, please refer to this article.

The Proposal

To generate a Proposal from your Media Campaign, click Generate Document from the top right drop-down menu.

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Pressing the button Close with an attachment will save your Proposal PDF in your Media Campaign Related Under Notes and Attachments section:

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2. Share with Clients

You can access PDF file files from the Notes and Attachments section and you can share it them with Share or Public link buttons on the top of the document

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