The Action button is part of the "Home" tab.
TABLE OF CONTENTS
Add Proposal
Proposal outlines a plan or offer made by one party to another. User can add template via Suitcase>Settings, and select "Templates"
Add Service
Service is a process provided by a business to meet the needs or desires of its customers.
Add Bundle
Bundle means a multiple services are packaged together and sold as a single combined unit, often at a discounted price compared to buying each item separately.
Add Prospect
Learn more here about "Prospect and Client Dasbboad here