Business Developers

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All edit ArborNote users automatically have the option to be listed as a business developer on a proposal. To add a business developer to a proposal select the business developers name from the drop down in the proposal creation screen (see below):

 

Screen Shot 2023-10-09 at 1.15.06 PM.png

 

To view the list of all edit Arbornote users/business developers in your account select 'manage users' from the settings menu and click on the 'Arbornote Users' tab.

Screen Shot 2023-10-09 at 1.14.28 PM.png

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