How to View the Proposals/Jobs for a Client in the Deal Card Command Center | DripJobs Help Center

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How to View the Proposals/Jobs for a Client in the Deal Card Command Center

How to View the Proposals/Jobs for a Client in the Deal Card Command Center

This article will demonstrate how to view the proposals/jobs attached to a client in their deal card command center.

Written by Chloe Hunter

Updated this week

1. Navigate to the Sales Pipeline

Navigate to the Sales Pipeline

2. Locate the Deal Card

Locate the Deal Card

3. Click on the Deal Card Name

Click on the Deal Card Name

4. Click on 'Proposals / Jobs'

Click on Proposals / Jobs

5. Here, You Can See the Customer's Proposal

Here, You Can See the Customer's Proposal

6. You Can Open the Proposal With the Purple Button

You Can Open the Proposal With the Purple Button

7. The Proposal for the Customer Will Open

The Proposal For the Customer Will Open

8. If the Customer Does Not Have a Proposal, This Is What Will Be Displayed and You Can Create a Proposal in the Command Center:

If you need more information on how to create a proposal from the command center, click here.

If the Customer Does Not Have a Proposal, You can Create One in the Command Center

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