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This guide will show you how to create Good / Better / Best proposals in Vision VX.
Prior to submitting a campaign for final go-live through the Sold Order process, nearly every element of the campaign is editable and can be refined.
It is recommended to make all nessecary edits prior to Submitting to Billing, which kicks off the go-live process.
To edit a campaign that is still not Submitted to Billing, follow these steps.
In the realm of Vision VX, the capability to duplicate or copy campaigns emerges as a game-changing feature, providing users with a powerful tool to accelerate the campaign creation process, streamline presentations, and efficiently replicate successful campaign structures. Whether aiming to showcase varying tiers of packages or swiftly recreate campaigns for multiple clients, the duplication feature serves as a valuable shortcut for tasks that exhibit high repeatability.