How do I add an approver to a pending proposal?

Learn how to make edits or changes to a program proposal that has already been created.

Instructions

Create a step-by-step guide:

  1. Navigate to the Food & Beverage tab on your merchant portal.

  2. In the items list, click on the cocktail which has an attached proposal you want to edit.

  3. In the item details menu, scroll down to the BarInsights Programs section to review a list of any current and pending proposals.

  4. Select the pencil icon next to the proposal you want to edit.

  5. In the pop-up screen, click on + Add Approver and input the contact’s information.

  6. Select the send icon next to the new approver’s name to send them the proposal. (Optional)

  7. Select Save Proposal to save your changes.