How to Edit Incentives
- Visible Incentives can be found on the proposal. To use/show an active incentive, tap the checkmark to see the price adjustments.
- You can edit company incentives in the proposal settings sidebar under the option 'Incentives'.
- After opening the incentives option, a modal will appear allowing you to review, override, and hide/unhide from the proposal.
- Overriding an incentive will allow you to adjust the amount wanted to use for each selected incentive.
- The Hidden checkbox, when selected, hide the incentive from the proposal. Unselecting this checkbox will show the incentive on the proposal.
- When the Hidden checkbox is unselected, you have the option to tap the "selected" checkbox, which will use the incentive on the proposal.
- Overriding an incentive will allow you to adjust the amount wanted to use for each selected incentive.
- Once you are done adjusting incentives on the modal, press the update button.