DripJobs Help Center

How to Schedule a Cold/Warm Lead From the Deal Card?

In this article, you will learn how to schedule a cold/warm lead from the deal card.

Written by David Arteaga

Updated over a week ago

1. Find Your Deal Under Cold/Warm Leads Stages

Find Your Deal Under Cold/Warm Leads Stages

2. Confirm Your Deal and Click on 'Schedule'

Confirm Your Deal and Click on 'Schedule'

3. Set the Best Date and Time to Start

Set the Best Date and Time to Start

4. Enable Reminders If You Want to Send Them to Your Customers

Enable Reminders If You Want to Send Them to Your Customers

5. Enable Communication If You Want to Send It to Your Customers

Enable Communication If You Want to Send It to Your Customers

6. Click on 'Save'

Click on 'Save'

7. See the Deal Being Scheduled Under 'Estimate Schedule' Stage

See the Deal Being Scheduled Under 'Estimate Schedule' Stage

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.