How to View a Contact From the Deal Card From the Command Center? | DripJobs Help Center

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How to View a Contact From the Deal Card From the Command Center?

How to View a Contact From the Deal Card From the Command Center?

The following article will show you how to view the contact information for a client from the deal 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 See the Customer Contact Information For

Locate the Deal for which you want to see the customer info for

3. Click on the Customer’s Name

Click on the customer's name

4. On the Left-Hand Side

On the left side

5. Click on the Customer’s Name

Click on the customer's name

6. Their Contact Tab With Their Information Will Open

Their info will open

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