Adding and Removing Products from a Proposal
Ricky Cutler
18 steps
53 seconds
Ui
1
Navigate to the Proposal you wish to add/remove products from.
2
On the **Products** page, you can easily remove or add products. To remove, simply click the trash can icon.
3
To add products, scroll down and click "add product"
4
Click the "Product Class" field and search for the type of product you want to add, Video, Display, Geofencing, etc.
5
Click the "Select a product..." field and search for the specific product name that you want to add.
6
Double-click the "Budget (optional)" field and enter in your monthly retail budget.
7
Click "Next"
8
To remove a line item/product, click on the ellipsis.
9
Click "Delete"
10
You can easily add another product/line item by clicking the ellipsis.
11
Click "Clone"
12
You can also click "Add Another" to add another line item/product.
13
Click the "Product Class" field and enter in what type of product you want to add, Video, Display, etc.
14
Click the "Product" field and enter in the product name you want to add.
15
You can also remove, edit, or add products from the **Review** page.
16
To delete a product/line item, click on the trash can icon.
17
Click the pencil icon to edit an existing product.
18
Underneath your existing line items, you can also click "Add Line Item" to add another product.
Adding and Removing Products from a Proposal
Ricky Cutler
18 steps
53 seconds
Ui
1
Navigate to the Proposal you wish to add/remove products from.
2
On the **Products** page, you can easily remove or add products. To remove, simply click the trash can icon.
3
To add products, scroll down and click "add product"
4
Click the "Product Class" field and search for the type of product you want to add, Video, Display, Geofencing, etc.
5
Click the "Select a product..." field and search for the specific product name that you want to add.
6
Double-click the "Budget (optional)" field and enter in your monthly retail budget.
7
Click "Next"
8
To remove a line item/product, click on the ellipsis.
9
Click "Delete"
10
You can easily add another product/line item by clicking the ellipsis.
11
Click "Clone"
12
You can also click "Add Another" to add another line item/product.
13
Click the "Product Class" field and enter in what type of product you want to add, Video, Display, etc.
14
Click the "Product" field and enter in the product name you want to add.
15
You can also remove, edit, or add products from the **Review** page.
16
To delete a product/line item, click on the trash can icon.
17
Click the pencil icon to edit an existing product.
18
Underneath your existing line items, you can also click "Add Line Item" to add another product.
