How to Advance a Deal From the Deal Card | DripJobs Help Center

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How to Advance a Deal From the Deal Card

How to Advance a Deal From the Deal Card

The following will explain how to advance a client's deal from the deal card.

Written by Chloe Hunter

Updated this week

1. Select the Sales or Jobs Pipeline

Select the Sales or Jobs Pipeline

2. Locate the Deal Card

Locate the Deal Card

3. Click on the 3 Dots

Click on the 3 Dots

4. Click on 'Advance Deal'

Click on 'Advance Deal'

5. Select the Drips Sequence From the Drop Down Box

Select the Drips Sequence from the Drop Down Box

6. In This Example, the Sequence Selected Was ‘Spoken to Lead, No Estimate Yet,’ Which Is the Default Sequence

In this example, the Sequence Selected was 'Spoken to Lead, No Estimate Yet,' which is the Default Sequence

7. You Can Also Disable the Drips

You Can Also Disable the Drips

8. Click on 'Move,' When You Are Ready

Click on 'Move,' When You Are Ready

9. The Deal Card Moved to the Next Stage

The Deal Card Moved to the Next Stage

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