1. Click on New Proposal
2. Add Customer Info
3. Click on Start
4. Click on Add Line Item to build your proposal
5. Once you're done building your proposal, click Save
6. Next, click on "Invoices"
This will allow you to manually create an invoice.
7. Click on Generate Invoice
8. Click on Generate
9. Re-Visit your Sales Pipeline
10. Click on the Deal Name to open the Side Panel
11. Change the Current Stage to Project Pending Schedule
This will allow the Deal to move to the Jobs Pipeline.
12. Click on Save
13. Now, visit the Jobs Pipeline
14. You'll see your Deal has moved to Project Pending Schedule