1. Click on the “Sales Pipeline”
Navigate to the left-hand menu and select Sales Pipeline to view your current deals.
2. Find the Deal Card You Want to Assign a Salesperson To
Scroll through the pipeline and locate the specific Deal Card you want to assign a salesperson to.
3. Click on the Contact’s Name
Click on the name on the deal card. This will open the full "Command Center" for that contact.
4. The "Command Center" Will Open
5. Open the Edit Mode
Look to the left of the screen. At the top of the contact information panel, you'll see a pencil icon 🖉. Click on it to edit the deal details.
6. Scroll to Find the “Salesperson” Field
7. Assign the Salesperson
Click on the field and select the appropriate Salesperson from your users list. Check this article on how to create new users.
8. (Optional) Assign a Project Manager
Right below the salesperson field, you'll also find an option to assign a Project Manager, if needed.
9. Don’t Forget to Click “Save”
Once you’ve assigned your team members, scroll down and hit the Save button to update the contact details.
📝 Final Tip: Assigning the right team members ensures everyone stays in the loop and improves follow-ups and project execution.
Just another way DripJobs helps you work smarter, not harder! 🚀
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the Helpdesk.