Closing a Job Without Requesting a Review | DripJobs Help Center

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Closing a Job Without Requesting a Review

Closing a Job Without Requesting a Review

In this article you will learn how to close a job without sending a review request.

Written by David Cerro

Updated over 2 weeks ago

1. Locate the Deal Card You Want to Move to the 'Project Complete' Stage

Locate the deal card you want to move to project in completed

2. Click and Hold the Deal Card, Then Drag and Drop it to the 'Project Complete' Stage

Drag and drop the deal card to the project completed stage

3. You Will see a Pop-up Screen Showing you the Drip That Your Customer is Scheduled to Receive Next. This is the 'Review Request' Drip

This is the Drip your customer will be receiving

4. You Will Want to Toggle the 'Drips Disabled' Button to 'Yes' so That Your Customer Does NOT Receive the Review Request Link

Uncheck No…

5. Then, Click on 'Move'

Click on Drip Selection and Assignment #drip-div label {…

6. Now Your Deal Card is in the 'Project Complete' Stage and Your Customer Will NOT Receive That Review Link

Note: To learn how to send the Drip of the review link to your customer, click here.

Now your deal card its on Project complete stage

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.