Please note that this is just a quick overview of the deal card you created, so you can quickly identify each function of the buttons displayed there
1. Click on "Sales Pipeline"
2. These Two Buttons Both Take You To The Deal Card’s Command Center
In The Command Center, You Can View Information And The Activity The Lead Has Had In The System
3. With This Button, You Can Add The Labels You Prefer To Quickly Identify Your Deal Card In The Sales Pipeline
Remember That You Can Also Filter Using The Commands At The Top, So Only The Deal Cards With That Label Will Appear
4. By Simply Clicking On These Three Dots, You Can Access A More Advanced Menu For Your Deal Card
From Disabling Drips To Creating A New Proposal For That Deal Card
5. Here You Can See The Lead Source Of Your Deal Card
Additionally, When A Deal Card Has Just Been Created In Your System, You’ll See A New Tag Displayed
7. Here You Can See The Action Button For Your Deal Card
For Example, If It Were In Other Deal Stages, You Might See Buttons Such As View Proposal Or The Scheduled Date Of Your Deal Card
8. With The Add Note Button, You Can Add Custom Notes To Your Deal Card
9. By Clicking This Button, You Can Access The Contact Details Of Your Deal Card
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.