Proposal

In the Proposal subsection, users can create and manage proposals for leads. This tool allows the sales team to generate formal offers for potential clients, ensuring clarity and professionalism in communication. The main features include:

• Allows users to create a new proposal by filling in details such as the lead’s name, deal information, total amount, and validity period.

• Offers predefined templates to streamline the creation process, ensuring consistency across all proposals.

• Enables exporting proposal data for reports or further analysis.

This subsection helps the sales team track and manage their proposals, ensuring follow-ups and conversions are handled effectively.