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Viewing a Client’s Contact From the Deal Card

Viewing a Client’s Contact From the Deal Card

The following will explain how to quickly view a client's contact from the deal card.

Written by Chloe Hunter

Updated over 3 months ago

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 'View Contact'

Click on 'View Contact'

5. The Client's Contact Box Will Open Up

The Client's Contact Box Will Open Up

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