Once you have your client saved in your account, you are ready to start generating a proposal for them. Creating a New Client
From the Pipeline, click the 3 dots on the “Proposals” tab and select “create new.”
Select an existing client from the dropdown menu, or create a new one using the blue “plus” button on the right side.
Once you have the client loaded, click the large blue “Next” button to go into the proposal screen.
...