As a follow-up to our Project Overview revamp, we’ve added a Lead Info section that appears automatically when a project is in the
Lead stage
. This keeps your most critical early-stage context right where you need it while you’re crunching numbers.
What’s new:
- Instant Visibility:See your Lead Source, Temperature, and Notes directly on the Overview page.
- Clean Transitions:Once you move past the Lead stage, this section hides to keep your dashboard focused on production, while remaining accessible in its own dedicated tab.