1. To access the proposals, click on Tools in the menu at the top of the screen.
2. Locate the Proposal Builder box and click Build Proposals.
3. Locate the proposal you want to edit and click the edit icon.
4. The Edit Proposal page gives you the ability to edit information about your lead as well as pricing and settings related to the proposal.
5. When you are finished editing the proposal, you can Save, Preview, or Cancel the edit.