1. Click on the Sales Pipeline or the Jobs Pipeline
2. Locate the Deal Card
3. Click on the 3 Dots
4. Click on 'Archive'
5. In the Customer’s Contact Tab, the Deal Will Be Marked as Cancelled to Indicate It Was Archived
If you need more information on archived deals, please click here.
If you have any questions or need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.