Proposal Picklists
The following picklists configuration tables apply to proposals. To access Proposal picklists, go to Admin > Nakisa Capital Projects > Picklist Management and scroll to the Proposal table.
| Table Name | Used In | Description |
|---|---|---|
|
File Attachment Type |
Documents tab | This option allows users to configure the document type. |
|
Mail Option |
Identification tab | This option allows users to configure the sent via type. |
| Proposal Progress Status | Identification tab | This option allows users to configure the progress status. |
| Proposal Status | Proposal Actions | This option allows users to configure the proposal status. |
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|
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