Pipeline
Create leads, send proposals and track outcomes
9 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
Consultant ProposalsCentralize consultant bidding and automate budget planning during the opportunity phase by requesting proposals from your consultants.