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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 7 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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