Your 'Create Full Proposal' option allows you to create a proposal without going through the first three stages individually. You can access the Quick Create option right here: QUICK CREATE.
To create a proposal for an existing customer, search for the account's name in the list. This will automatically populate your main account contact and property address. Then click 'Save and Create Proposal' to apply changes and save the details.
To create a proposal for a new customer, select Create New Account from the Account dropdown option. This will activate the free form, and you can start typing in your customer's information. Then click 'Save and Create Proposal' to apply changes and save the details.
To create a proposal for an existing account with a different contact and property address, search for the account's name in the list. In the Contact info section, select Create New Contact and enter the new contact details. In the Account Property section, select Create New Account Property and enter the new property address. Confirm the address populated by Google to ensure address accuracy. Then click 'Save and Create Proposal' to apply changes and save the details.
Pro Tip: When adding new information for an existing account, double-check the details in step 1 to ensure you have the correct information before proceeding to step 2.