How to Add Customer Notes to the Deal Card Quickly | DripJobs Help Center

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How to Add Customer Notes to the Deal Card Quickly

How to Add Customer Notes to the Deal Card Quickly

The following will provide a step-by-step guide on how to add a note to a customer's deal card quickly and efficiently.

Written by Chloe Hunter

Updated this week

1. Click on the Sales Pipeline or Jobs Pipeline

Click on the Sales Pipeline 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 'Add/View Notes'

Click on 'Add/View Notes'

5. Type a Note in the Text Box

Type a Note in the Text Box

6. Click on 'Save,' When Finished

Click on 'Save,' When Finished

7. You Can View the Notes, Edit, and Delete the Notes

You Can View the Notes, Edit, and Delete the Notes

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