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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"
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Users can enter in metadata associated with a line item
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Users can edit their allocations, targeting and locations. Any information entered in from the proposal will show here.
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Users can enter in notes, which will send over to the operations team when submitting into an order
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Click the "Requester" field to update the requester. This will carry over to all underlying line items
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Click this checkbox to acknowledge the terms and agreements
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Click "SUBMIT AS ORDER"
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