How do I move a Proposal?

If you have created a Proposal and want to move it to another level of the hierarchy, you can move it very easily. 

Two things to keep in mind:

1. You have to have access to that sub-account in order to move the Proposal into it.
2. If you have assigned tasks to a person who doesn't have access to the target sub-account, you'll need to reassign those tasks after the move.

From the Proposal list, select the Proposal(s) desired by checking the box on the left-hand side.

 

Select the option to 'Move Accounts' and then select the target sub-account.