Seller: How do I add a client to a proposal?

On the Create Proposal - Step 1: General Information page, click the blue plus sign next to the Client drop-down menu. 





Fill out the following information in each corresponding text box:

Name - Enter the name of the client

Agency - Enter the name of the client's agency (if applicable, not required) 

Email Address - Enter the email address of the client (if applicable, not required)



Click 'Add Client'. The client's name will now appear in the Client drop-down menu and can be selected. 



Once you have all of the information filled out, be sure to click 'Save' to save all of your information. Click 'Next' to move onto the next step of proposal creation.