Less than a week ago, we introduced our new Pipeline product. Now, Pipeline users will notice a new workflow that makes collecting consultant proposals easier than ever.
When you’re creating a budget for a new lead, you can send proposal requests directly to consultants.
Consultants receive an email, and when they respond with their proposal, we automatically update the lead budget, store the proposal in Monograph, and notify you.
No more re-checking your inbox. No downloading or uploading files. We’ll take care of everything. Learn more here.