Generate a NEW Proposal: To improve the sales experience we have created a new proposal process vs "revise" proposal. This process will help when adding/removing co-clients.
Actions: "Create Proposal" -> Will create a new proposal with lead information that is updated. The credit report will not be pulled over. Any new client information/removal of clients will be provided in the new proposal.
Actions: "Revise Version" -> Will create a duplicate of the current proposal including the credit pull and any updates
