If you've used the FieldFlō CRM before, here's what's different. This article focuses on things you'll notice as different — relabeled fields, restructured surfaces, behavior changes — rather than the full inventory of new capabilities (for that, see What's New).

The big picture. The lead surface and the proposal builder both look quite different. All of your data is still there — most fields have either kept the same name or been renamed in obvious ways — but where things live has moved. The first time you open a lead, take a moment to scan the new layout before going looking for a specific field.

Then: A single long page with many sections stacked vertically. Sub-tabs like Choose Client/s, General Info, Job Walk, Proposals, Files, Addt'l Project Details, Assigned Personnel, Referral, Award & Create Project.

Now: An eight-tab structure (Basics, Job Walk, Details, Files, Referrals, Proposals, Reach Outs, Log) with a persistent top tab menu. The active tab is visually distinguished, and tab visibility is governed by the Lead Template your admin has set up for that kind of work.

What moved where:

A handful of fields have new labels. The data underneath is the same.

Then: A blank lead with all fields visible, filled out in any order.

Now: A multi-step "wizard" (Basics → Job Walk → Details) with autosave from the first keystroke. You can leave and come back; nothing is lost. The lead creator is auto-assigned as primary Estimator (you can change this).

Then: A set of legacy statuses including some that overlapped.

Now: Simplified to Active and Archived operationally, with the outcome (Won / Lost) recorded on a sent proposal. The lead's pipeline column on the dashboard is driven by these states. "Negotiated" and "No Award" are gone as statuses — "No Award" is now a Lost reason captured in the outcome modal.

Then: A radio toggle on Award & Create Project with minimal capture.

Now: A structured modal that captures rich win/loss data — Awarded Value, Margin %, Days to Decision, Decision Maker, Key Win Factors (multi-select), Client Feedback, and Internal Notes for Won; and Primary Reason, Competitor name, Winning Bid, Our Bid (with auto-calculated Price Gap), and lessons-learned for Lost.

Then: One Estimator, one BDM per lead, with no split.

Now: Multiple Estimators and BDMs on a single lead, each with an optional commission-split percentage and per-person notes. Splits roll up into Estimator Performance reporting.

Then: Prospect clients only live inside the lead and have to be re-entered on future leads, creating duplicates. No concept of a "contact role".

Now: Prospect clients added to a lead are saved in your client database, with the type set as "prospect". Same multi-client and multi-contact concepts, with two upgrades — role (Property Owner, Billing Party, Contract Signer, Insurance Adjuster, Referral Source, Site Contact, Other — multi-select per contact)

Tags are still on leads, presented as colored pills with a multi-select filter on the leads list. The set of tags is admin-managed and tags can be applied via the Lead Template's defaults.

Then: Capped at 5 contacts per client.

Now: Up to 50 contacts per client. The 5-cap is gone.

Then: Billing-related fields lived in the Billing Client / GC / Insurance sub-section of Addt'l Project Details.

Now: A dedicated Billing Details section in Project Details. The Billing Party is now picked from saved contacts (no longer free text), and the same selection auto-assigns the Billing Party role to that contact. A new Billing Scope field captures internal-only billing instructions that carry forward to the project.

Then: A single colored "Reachout" status pill on the Choose Client/s table.

Now: A full Reach Outs tab with structured activity entries (date, method, outcome, notes) and recurrence support.

Drag-drop upload, folders, search, and the three-dot per-file menu all behave the same. The big change is at award — files on a lead now automatically transfer to the project rather than living orphaned on the lead.

Then: Manually entered.

Now: Auto-populated. You can still override per lead if the lead template allows it.

The Project Designer sub-section that existed under Addt'l Project Details on the legacy lead is not present on the new lead in Wave 1. If you used this field, your CSM should be made aware — it's a known parity gap and the decision on whether to bring it back is pending.

Then: A single-canvas editor with limited formatting.

Now: A clean canvas with a much richer toolbox. Functionally, the things you used to do still work — you can build a proposal, add bid line items, apply markup, send to a contact. The differences worth calling out:

A short list, for context: