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Getting started

How is the menu organized? (and what is «Library»)

The left-hand menu is grouped into blocks so you find everything fast: Clients, Proposals, Library, Marketing and Account. Each person only sees what matches their role.

  1. 1Clients: Contacts (CRM), Opportunities, Tasks and Suppliers.
  2. 2Proposals: your proposals, Groups and Analytics.
  3. 3Library: a single entry that opens the Catalog, Templates, reusable Content and Media (images) in tabs.
  4. 4Marketing: link-in-bio, creatives, forms, QR… and Automations ⚡.
  5. 5Account: Team and Settings.

Consejo: «Library» brings together in one place (with tabs) everything you reuse: catalogs, templates, saved content blocks and your images.

More in Getting started

Still have questions? Write to us at hola@proposal.travel and we'll help.