The Contact Hub lets you manage client details, proposals, and related information in one place. After setting up your Contact Hub, you can edit proposals, update client details, and link integrations.
📎 NOTE: If no client information appears, you need to add clients manually or import your client data.
Accessing the Contact Hub
In GoProposal, click Contacts to open the Contact Hub.
Click View beside the individual or organisation you want to manage.
What you can view and manage
Proposals
Edit, duplicate, or view proposals
Editing or duplicating opens the Create Proposal page
Saving as draft or live adds the new version to the proposals list
Viewing opens the proposal details on the Proposal Dashboard
Contact details
View and edit client details
Categorise as Client or Missed Opportunity (a proposal marked as lost)
Add a specific renewal date if it differs from the financial year end
Click Save after making changes
Client value
View client value over the last one, two, or three years
Hover over points on the graph to see the proposal and date
Use this data to set renewal goals and track value over time
Notes
Add notes for quick reference
Click Edit, then Add to create a note
Save to confirm changes
Related individuals
Add or edit related individuals and their positions
Remove incorrect entries or save updates
Integrations
Link client details to integrations for automatic population on the Create Proposal page
Click Edit, search for the client, and press Enter
Status changes to Linked. Click Save
Danger zone
Delete a client if necessary
Confirm deletion or select I’ve changed my mind
⚠ CAUTION: You can't recover deleted client details.
Using Contact Hub on the Create Proposal page
Search for an existing contact from the Contact Hub
If the system doesn't import the contact, search and add them during proposal creation
If a client is already linked to an integration, it appears as Linked
See also
Need Support?
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