1. Display lead name field into the proposal list view
Easily track which lead each proposal belongs to with the Lead Name field in the proposal list view. Save time, boost efficiency, and never lose sight of your sales opportunities
2 . Display lead ID and project ID field into their relevant form view
Streamline your workflow by adding the Lead ID to the Sales/CRM forms and Project ID to the Project forms.
🔹 Lead ID in Sales/CRM – Easily track and link proposals to the right lead.
🔹 Project ID in Projects – Keep projects organized by associating them with the correct records.
Boost efficiency, improve data accuracy, and simplify navigation across your sales and project management processes!
3. Notes to show up in quotation sales lines when printing
You can now add notes to individual sales lines in quotations, enhancing clarity and communication on printed documents.
- Add a note in the orderline
- Notes reflect in the quotation pdf
Discover new features
