Take action on a lead straight from its workspace

The Actions panel on a lead’s workspace now works for real — the buttons that used to only preview now perform the action and refresh the page to show the new state. Depending on your role you can accept or reject a quote, approve, reject, dispute or pay an invoice, raise an invoice against a delivered milestone, qualify a lead out, flag delivery for rework, raise or clear a blocker, add or complete an action item, record a scope change, or rate an expert — all from the one page, without hopping between screens. Anything you can’t do at the current stage stays visible but greyed out, so it’s always clear what’s available to you now.