1. Click on "Jobs Pipeline"
2. Identify and Select the Deal Card You Want to Move to Project Complete Stage
3. From the Stage It Is Now, Click "Move" Button
4. Choose Project Complete Deal Stage
5. Click on "Next: Sequence Selection"
6. Make Sure This Button Is Disabled
If You Want Your Client to Receive a Review Request, Don’t Enable This Button
7. Click on "Save" to Submit the Changes
8. Click on "Yes, update it!"
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.