How to Customize Packages for Specific Leads
You've got your set packages and pricing, and that's all been set up within your Package Templates, but every once in a while, you might need to amend your offering for a potential client based on their unique needs or budget.
Check out this video to see how.
**Note: This method will only modify your package for the prospective client in question.
If you are creating a modified package that you plan to use again in the future, we recommend the following:
1) Navigate to your Templates Tab
2) Select "Packages",
3) Then click "Add Package".
From here you can create a new package offering that you can apply to this particular client's proposal, and future proposals as well.
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