To link a proposal to an action:

From the Proposal
  1. From the Prospect tab in a constituent record, highlight Proposals in the left list
  2. Highlight the proposal in the list and double-click on the row to open it
  3. Select the Actions tab
  4. Click New Action
  5. Highlight an existing action, or click Add New to link to a new action


From the Action
  1. Open the action
  2. Select the proposal in the Proposal field
Repeat the process to link the proposal to as many actions as needed.