Account Executive Mode

202.2.2.14 Proposals Monitoring

Once created, proposals needs to be approved in order to be scheduled, under the Proposals section it is possible to track scheduled proposals across all its possible states, including:

•Send to Evaluate: The proposals are pending for evaluate by the Supervisor.

•Send to Customer: The proposals are waiting for customer evaluation in order to be "Send to evaluate",

•Approved: The proposals are approved by either the Supervisor or the Account Executive (after customer approval) and ready to be scheduled.

•Rejected: The proposals are rejected by the Account Executive or the Supervisor.

•Expired: The proposals had exceeded the maximum validity date established by the Supervisor.

•Archived: The approved/rejected proposals already removed from the list and moved to archive.

•Scheduled: The approved proposals either partially or fully scheduled.

•Search status: Search all proposals (and orders) with any status.