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Proposals List

A guide to explain how to control which proposal statuses are displayed.

Tom White avatar
Written by Tom White
Updated over 11 months ago

Accelerate allows you to select which status' you wish to display in the proposals section for staff that don't have access to quotes and orders.

Info: To do this, you need to have administration rights on your account.

Click ‘Settings’ in the menu, then click ‘Workflow Settings’

Scroll to the ‘Proposal Statuses’ and expand the section:

Click the pencil icon on the status you wish to edit, then either check or uncheck the ‘Show In Proposal List’ checkbox:


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