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Submit a Proposal into a Sold Order
Ricky Cutler |
0 step |
24 seconds
Ui
Go to the Ui.Marketing proposals page at <https://ui.marketing/campaign-hub/proposals>
Step
Click "SUBMIT PROPOSAL AS ORDER"
Users can enter in metadata associated with a line item
Users can edit their allocations, targeting and locations. Any information entered in from the proposal will show here.
Users can enter in notes, which will send over to the operations team when submitting into an order
Click the "Requester" field to update the requester. This will carry over to all underlying line items
Click this checkbox to acknowledge the terms and agreements
Click "SUBMIT AS ORDER"
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