When you have opened a media campaign you can create this campaign's proposal with just a few clicks. As a PDF document it is ready to be sent to your customer.
As a first step, click the Generate Document button. You find the button at the top and the bottom of the media campaign detail section.
An offer is addressed to the campaign's primary contact. To assign or change the primary contact, open the Contact Wizard 4.2.7 Contact Wizard and Account Lookups.
The Offer Preview
The layout for this offer is defined by 7.5.1 Configure your Proposal Layout and will follow the 7.5.4 Quote / Invoice Preference Hierarchy.
The proposal pdf preview offers the option:
- Close with attachment - which will save your file to the attachment related list in your media campaign and for lightening users also in as a file. (Version 2.82)
