How to Add a Note to the Deal Card Command Center? | DripJobs Help Center

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How to Add a Note to the Deal Card Command Center?

How to Add a Note to the Deal Card Command Center?

The following article will show you how to add a note to 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 View or Add Notes To

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 These Settings Bar

Locate these settings bar

5. Click on 'Notes'

Click on Notes

6. Click on ‘Add Your Note Here,’ and Add Your Note

Click on "Add your note here"

7. Click on 'Save'

Click on "Save"

8. You Can See the History of the Notes, Edit, and Delete Them

You can see the History Notes too

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