How to View the Attachments in the Deal Card Command Center? | DripJobs Help Center

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How to View the Attachments in the Deal Card Command Center?

How to View the Attachments in the Deal Card Command Center?

The following article will show you how to view the attachments for a client in the Deal Card 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 Attachments For

Locate the Deal for which you want to see the attachments for

3. Click on the Customer’s Name

Click on the customer's name

4. Locate This Settings Bar

Locate these settings bar

5. Click on 'Attachments'

Click on Attachments

6. The Attachments Will Appear Here

If you need more information on how to add attachments to a client, click here.

The attachments will appear here

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