Adding Services to a Proposal | Scribe

    Adding Services to a Proposal

    • Yonatan Sklar |
    • 12 steps |
    • 3 minutes
    1
    Navigate to [https://crm.yaalago.com/dashboard](https://crm.yaalago.com/dashboard)
    2
    Click "Proposal"
    3
    Click "edit" to enter a proposal. Or you can create a new proposal.
    4
    From within the proposal page, Click "Add Service"
    5
    Click "-- Select --" to select the service you would like to add. In this example, we are adding an extra bag.
    6
    Click "Extra Bag"
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    Tip! There are different ways to associate the services being added. 1) Proposal- add the service to the entire proposal. (This will affect all the options on the proposal) 2) Proposal Flight Group- add the service to an entire flight option. (For example, if you have multiple options, and you want to associate the service to only one option) 3) Proposal Flight- add the service to a specific flight on the proposal. (Meaning to a singular flight segment)
    7
    Select the association type. Proposal, Proposal Flight Group, or Proposal Flight.
    8
    Click "Add To Proposal" to save the selection.

    Sharing with the client

    9
    Click "Preview"
    10
    Click "Copy Short Link"
    11
    The services offered will be displayed on the proposal. The client will be able to choose which options they would like.
    12
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