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Articles on: Sprwt Supprt

What is the "My Active Proposals" widget?


If the Proposals or Catering module is enabled, the dashboard shows My Active Proposals: up to eight proposals with status New, Pending, Accepted, Fully Paid or Partially Paid where this employee is the sales agent, sorted by upcoming delivery date, with #, Event, Delivery, Status, Total. Click a row to open the proposal. A super admin with no employee record sees all active proposals instead.

Where to find it: /admin/employee/dashboard