Display the importable financial options within the "edit proposal" screen
Instead of having to go into the "financial options" menu on the overview page of the project to import products, client would like there to be a drop down within the "edit proposal" menu that displays the financial options available and products that can be imported. Says that reps regularly forget that they first need to import them via the financial options menu. They go straight to the "edit proposal" button.
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Bernie Packard
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