Automatic proposal expiry improves efficiency by setting a default expiration date for all leads once the proposal is sent.
Where Can I Find Auto Expiry?
In the side navigation menu go to the Preference.
Within Preferences, Go to the "Lead" option and proceed to "proposal".
Enabling Auto Expiry:
Once in the proposal settings, enable the auto-expiry feature.
Set the desired expiration date for proposal
For specific leads requiring customized expiration dates, utilize the Manual Expiry option.
Whether setting default expiration dates for all leads or customizing them for specific cases, this feature enhances efficiency and organization in your workflow.
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