Customizing a FlexJob on Proposal

How to use View/Edit feature for FlexJobs

Customer_Success avatar
Written by Customer_Success
Updated over a week ago

Every customer has something very special they want you to address. Even if it's just a little note with their name that will make your consultation personal.

That's why you can customize any FlexJobs before or after including or recommending them on a proposal.

Customization is easily accessible throughout all main proposal stages under a View/Edit button.

How does it work?

  1. From any FlexJob item inside the sales app >> Click 'View/Edit'.

  2. Make custom changes.

  3. Hit 'CLOSE'

  4. The changes will apply to this FlexJob.

Example of customizing a FlexJob:

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