New: Proposals and notes, right on the lead's page

Hey there,

Everything about a lead now lives in one place. Open a lead and you'll find a Proposals section on their page — create a new proposal or jump back into an existing one without leaving the lead. You can also keep notes on the lead itself, so call takeaways, preferences, and follow-ups stay with the enquiry from first contact to booked.

👉 Open any lead in your pipeline to add a proposal or a note.

New Improvements to Pipeline Lead Form: Adding Notes, Questionnaires & Proposals · Proposals