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How to Add Notes to the Deal Card
How to Add Notes to the Deal Card

The following will describe how you can add notes to a client's deal card.

Chloe Hunter avatar
Written by Chloe Hunter
Updated over a month ago

Note: You can add notes in the Contacts tab and can add notes per deal card.


1. First, Open Dripjobs and Navigate to the Sales or Jobs Pipeline

First, Open Dripjobs and Navigate to the Sales or Jobs Pipeline

2. Next, Locate the Stage and Deal Card

Next, Locate the Stage and Deal Card

3. Click on the Button With Three Dots

Click on the Button With Three Dots

4. Click on 'Add Note'

Click on 'Add Note'

5. Type the Note That You Want, Such as the Example Below

Type the Note That You Want, Such as the Example Below

6. Click on 'Save' to Save the Note

Click on Save to Save the Note

7. You Can Edit and Delete the Note With the Options Below

You Can Edit and Delete the Note With the Options Below

8. Next, Locate Your Deal Card Again

Next, Locate Your Deal Card Again

9. Once Opened, You Will Be Able to See the Notes on the Deal Card

Once Opened, You Will Be Able to See the Notes on the Deal Card

If you need assistance with this or anything else, please don't hesitate to contact DripJobs Customer Support.


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