Cloud has a way to let you introduce the Sales Representative, Project Manager, and Technicians who will be working on a project. Introducing your team can help gain your client's confidence and boost your chances of winning an opportunity.
To add your team members' details to the proposal, go to the "Edit" view of the proposal and add the "Meet the Team" section.
Click the "Edit" icon for the Meet the Team section and add the members.
Members with Cloud accounts
In the side panel for the Meet the Team section, the dropdown will list all Office users and Field users in your Cloud account.
Click the member you want to add, and they will be added to the section.
Members without Cloud accounts
If you want to add members who do not currently have a Cloud account, click "Add new team member" and type in their name, title, and biodata.
Upon saving the member's details, they will be added to the section.
