Adding WAGS to Zoho

enter wag in buildertrend , under "sales" click on "lead proposals" make sure the filter is set to "open & sold" so you can see all of them sort by date and make sure any proposals in the last couple weeks haven't changed status to "approved" for each one that is approved put the date the design was sold into it's matching zoho contract then scroll to the list of "released" proposals, probably on page 2 for each proposal that has not been entered into the https //intranet garden view\ com/#report\ all landscape contracts ever , please enter these required fields salesperson contract status (probably 'sales call' or 'queue' if the job still hasn't been entered in zoho) how hear about us primary (this is usually in buildertrend under "sources" see screenshot below (if it's not in buildertrend, it can be found in the wag excel sheet, in the clients folder in dropbox "consultation notes" folder) the wag and date it was presented if the buildertrend "sources" is empty, that info can be usually found in the original wag sheet in dropbox