How Do I Edit My Audience Targeting on a Proposal?

For products that offer audience targeting, users can adjust the targeting that shows on individual line items

 


  • When users select products on the proposal tool, if the product has targeting, they can choose their audience targeting 

  • Based on the industry selected, some will be pre-selected. However, users can update the targeting selected

  • When users export their proposal, it shows in the PowerPoint

  • When users submit the proposal in the order, the data will show on the line item