Ability to create proposals for leads without having to set them up as full client profiles first.
Natashia Velasquez
Ability to create proposals for leads without having to set them up as full client profiles first. They want a way to distinguish between leads and clients since they have a ~60% proposal-to-contract conversion rate and don't want a long list of non-client profiles cluttering their system.
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Petra Sedlmajerova
That'd be great!