When GoProposal presents the Complete Proposal screen for you to add Your/Client Details, it becomes static. If you don't find your contact listed, click the "refresh" option from the "Find a contact from Karbon" header to pull the most up-to-date list from Karbon.
Why can't I find a newly added Karbon contact in GoProposal?
Click the "refresh" option in GoProposal to pull the most up-to-date list from Karbon.

Written by Lachlan Macindoe
Updated over a week ago
Updated over a week ago