Have only the current proposal marked as 'Won' - the expired proposal as 'replaced'
Where we have a client with multiple proposals can we show the current one as 'won' but and the previous ones as 'replaced' or 'renewed' or something similar.
Totally agree. Need some way of marking previous versions so that they no longer show on the "Live" list. Suggest "Updated" or "Prior" or something similar.
Guest
Totally agree. Need some way of marking previous versions so that they no longer show on the "Live" list. Suggest "Updated" or "Prior" or something similar.
Love this. Thank you for your suggestion Laura.
My advice would be to post this in our community if it's something you feel would have a big impact also.