Primary Proposal

A lead may have many proposals associated with it and one of these proposals will always be the Primary Proposal. When viewing the linked lead itself or within the forecast, it is the primary proposal’s financial figures which will be displayed. By default, the first proposal created that is linked to any given lead will be the primary proposal, but users can dictate a different proposal as the primary by checking the “Primary” check box at the top of any proposal’s OBD. Only the primary proposal may be converted into an order.