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Recurring Record Symbols
Recurring Record Symbols
James Gold avatar
Written by James Gold
Updated over a week ago

OVERVIEW

  • This will explain the uses for the Record Icon's that are used on Opportunities, Proposals and Projects.


On each Record (Opportunity, Proposal or Project) select the below button to access the record symbols


Share

  • Invite users to records (Opportunities, Proposals and Projects)

  • There are 3 different Share roles: Manager, Editor and Viewer

    • Manager can edit the record and Share other users

    • Editor can edit the record

    • Viewer can only view the record

  • The following User roles are auto assigned Manager when invited to a record: Company Admin, Company Manager and Office Manager (Only for their office)


Notes

  • Write notes that other teams members can review and respond to


Approvers

  • Select Approvers for approving proposals

  • Approvers are added via the admin console on a users profile


MS365 Connection

  • Establish and review a users MS365 connection


Export Report

  • Download an Excel report of a proposal or project


Update Rates

  • Will refresh the rates


Rate Review (Pro)

  • Change or update the rate table on a project

  • Pro feature - Please inquire with Proteus team to activate

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