How to Create a New Proposal From the Deal Card Command Center? | DripJobs Help Center

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How to Create a New Proposal From the Deal Card Command Center?

How to Create a New Proposal From the Deal Card Command Center?

The following article will show you how to create a new proposal from the Command Center.

Written by Laura Cuadros

Updated this week

1. Click on 'Sales Pipeline'

Click on Sales Pipeline

2. Locate the Deal for Which You Want to Create the Proposal

Locate the Deal for which you want to create the proposal

3. Click on the Customer’s Name

Click on the customer's name

4. Click on 'New Proposal'

Click on New Proposal

5. Fill Out Your Proposal Details and Scroll Down

Scroll down

6. Click on 'Start'

Click on "Start"

If you have any questions or need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.