Managing Proposals Inside a Lead

Overview

The Proposals tab inside a Lead Profile allows sales teams to create, track, and manage quotations directly linked to that specific lead before conversion.

This ensures all pre-sales negotiations are centrally recorded.

Creating a Proposal from a Lead

1. Open Leads

2. Click on the desired Lead

3. Go to the Proposals tab

4. Click New Proposal

5. Enter:

   • Proposal Subject

   • Related Lead

   • Items & Pricing

   • Taxes

   • Valid Until Date

6. Save & Send

Proposal Status Tracking

Each proposal moves through statuses:

• Draft

• Sent

• Opened

• Accepted

• Declined

This allows sales managers to track engagement without relying on email follow-ups.

Why It Matters

• All proposals remain linked to the lead

• Complete negotiation history is preserved

• Improves proposal-to-conversion tracking

• Prevents data loss during staff transitions