Track proposals by lead, see follow-up context, open the proposal instantly, and push accepted proposals into the next workflow faster.
See waiting, accepted, declined, sent, and invoiced proposal states at a glance.
Open, edit, sync to Xero, or delete directly from the table.
Each row shows the lead context, proposal value, follow-up timing, and current status.
| ID | Lead | Lead Address | Category | Call Out Date | Total | Status | Created At | Actions |
|---|