A Lead Proposal can be approved in one of two ways:

  • Internally (approved by an internal user)

  • Externally (approved by the client)

Please keep in mind that multiple proposals can be associated with a Lead Opportunity, but only one can be approved.

At the top of the Lead Proposal, one of the options you have is to Save & Approve.

With this option, you can provide a signature for the approval.

Once approved, the Lead Proposal will show who approved it with the signature.

The approval will also be displayed within the Proposals tab of the Lead Opportunity.

To reset the approval, click Reset at the top of the Lead Proposal.

From here, you can save a copy of the approved proposal for historical record or reset all proposals for the Lead Opportunity.

To send a Lead Proposal to a prospect for approval, you will need to be Release it to them.

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