1. Click on 'Sales Pipeline'
2. Locate a Deal Card
3. Click on the Deal Card Name
4. The Command Center Will Open
5. You Can Send a Chat to the Particular Customer in the Command Center
Click here for more information on how to send a text message to a customer.
6. You Can View the Proposals Attached to the Customer and Begin a New Proposal
Click here for more information on creating proposals in the command center.
7. You Can View the Invoices/Payments Attached to the Customer
Click here for more information on viewing the invoices and payments in the command center.
8. You can View, Edit, and Add Notes to the Customer's Deal Card
Click here for more information on adding notes to a client's command center.
9. You Can View the Attachments Connected to the Customer
Click here for more information on viewing attachments in the command center.
10. You Can View, Edit, Delete, and Add Tasks for the Particular Customers Deal Card
In this example, there is a task for a salesperson to call the customer, Joe Smith, before sending the proposal, and the due date is January 20th. Click here for more information on adding and viewing tasks in the command center.
11. The Contacts Information is Displayed to the Left
Click here for more information on accessing the contact from the command center.
12. You Can Send a Blast Email to the Client
Click here for more information on sending a blast from the command center.
13. And, If You Select the Pencil Icon...
14. The Deal Details Can be Adjusted
Click here for more information on adjusting the deal details from the command center.
15. If You Click on the 3 Dots...
16. You Can View the Contact, Archive the Deal, or Delete the Deal
Click here for more information on viewing the contact from the command center.
Click here for more information on archiving the deal card from the command center.
Click here for more information on deleting the deal from the command center.
17. You Can View and Change the Stage the Deal Card Is in and the Drips Messaging Sequence the Customer Is Receiving
Click here for more information on changing the deal stage from the command center.
Click here for more information on changing the drips sequence from the command center.
18. Finally, You Can Disable/Enable the Drips for the Customer and See the Next Drip That Will be Sent
Click here for more information on the next drips going out according to the command center.
If you have any questions or need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.