Pipeline
Track leads in Monograph (Limited Audience Only)
8 articles
Managing the PipelineHow to track and manage potential projects.
Creating LeadsHow to create and track leads in the pipeline.
Creating a Lead's BudgetHow to create a proposed budget for a lead
Creating and Sending ProposalsHow to upload a lead proposal and send for a client's approval.
Client Workflow: Accepting ProposalsHow to accept a proposal sent by a firm from Monograph
Pipeline/Leads FAQsFrequently asked questions about Lead tracking and Project Managment
Leads Capacity ReportCompare your potential leads to staffing commitments and team capacity.
Leads Revenue Forecast Report