Add sent proposals to tracked leads for sales follow-up

Your sent proposals aren't captured as prospect records, so business development can't prioritize outreach or track attribution. Create leads for each sent proposal so reps follow up the same day.

Overview

Proposals should flow straight into your attribution and sales pipeline so reps have context and priorities without manual entry. This flow captures each sent proposal as a lead and attaches proposal details so your team can follow up the same day and preserve conversion data.