Why can't I find a newly added contact in GoProposal?

Click the "refresh" option in GoProposal to pull the most up-to-date contact list from Intuit Practice Management powered by Karbon

Written by Ian Vacin
Updated over a week ago

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 Intuit Practice Management" header to pull the most up-to-date list from Intuit Practice Management.