Enter your DFS email. We'll send a link to set a new password.

Pick a strong password. You'll use this to sign in.

Summarise what the client said so it's on record.

Here's what was just added to the CRM.

This will move the lead to Completed and send an editing task to Taylor automatically.

Build a proposal with custom line items. Customer gets an email with a link to review, approve, and pay deposit.