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Can I remove a proposal from my report?
Can I remove a proposal from my report?
Updated over a week ago

Yes! We have a test status that you can use for this.

This is great for when you are just learning the platform and want to send some test proposals, or if you need to void a proposal and resend it.

To mark a proposal as a test, and therefore remove it from your reporting, follow these steps:

  1. Open the proposal.

  2. Click the three dotted menu in the top left corner of the proposal.

  3. Chose mark as test.

  4. Done!

This proposal will not appear in your reports when it refreshes tomorrow. It will however remain in your proposal folder but you will see the status is greyed out, meaning you can easily see that it is not real:

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