Before our big interface update, the proposal process used to upgrade leads into jobs after a contract was signed or invoice paid.  After the new UI, this changed.  But it changed on purpose.  

We are making way for a new feature that will globally carry out actions for you.  We are excited for this new feature, but had to remove that proposal upgrade in preparation.

Not to worry.  In the meantime, you can still have it upgrade automatically.  Add an action into your workflow that when contract is signed or invoice paid it moves your lead into the proper job category!

We got exciting things coming your way!

Did this answer your question?