Account Executive Mode

202.2.2.17 Send to Evaluate

The Send to Evaluate section allows account executive to consult all the proposals that has been sent to the Supervisor and pending approval. It is possible to filter proposals by data and customer, and open proposal in "view-only" mode.

Filters

Period - Specify the validity period to retrieve the proposals.

Customer - If set, only those proposals/orders associated with the customer would be displayed.