Enhanced communication with agencies for proposals
Message agencies from Proposal details. You’ve been able to receive comments from your Prisma agencies at proposal line item level, and now you can initiate a conversation, or respond to their comment. Click the Comment icon in the Message column to access the Notes popup (any previous comments are displayed), add your comment, and Send to add it to the table.
Save time with bulk messaging. Select any placements that you want to send the same comment to, click Add placement comments to access the Notes popup, add the shared comment, and Send to add them to the table.
Note: When adding comments, you must Save before exiting or refreshing Proposal details for the comments to be sent to the agencies.
See the Known issues page page.