DripJobs Help Center

How to Schedule a New Appointment From the Command Center?

In this article, you will learn how to schedule a new appointment from the command center.

Written by David Arteaga

Updated this week

1. Select the Deal Card You Want to Start This Process From

Select the Deal Card You Want to Start This Process From

2. Click on the Deal Name

Click on the Deal Name

3. Click on "New Appointment"

Click on "New Appointment"

4. Select the Estimate You Want to Schedule

Select the Estimate You Want to Schedule

5. Fill All the Info Required and Click on Schedule

Fill All the Info Required and Click on Schedule

6. You'll See a New Deal Card Appearing on "Estimate Scheduled"

This new deal card will have all the info you populated while scheduling this event

You'll See a New Deal Card Appearing on "Estimate Scheduled"

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