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Excursion Template
- Create New Proposal.
- Add detail and work through until the Summary Page.
- Click the blue "Make Template" button and click "Make Template" again in the pop-up that appears and the Proposal will jump to the "Template" status.
- You will be brought to the excursion space, where you can continue to 'Edit' (select the button) add additional information and Save.
- You can close a Template, by selecting the button under the 'Actions' navigation. You can also copy a Template from this section.
- Templates will be moved into their own tab 'Excursion Templates' on the home page. You can search for them on the 'Home' tab as well.