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How to Archive an Appointment Request?

In this article, you will learn how to archive an appointment request.

David Arteaga avatar
Written by David Arteaga
Updated this week


​1. Click on "Appointments"

Click on "Appointments"

2. Click on "Schedule"

Click on "Schedule"

3. Go Down and Click on "Archive Appointment"

Go Down and Click on "Archive Appointment"

4. Click on "No, Only Appointment"

If you want the deal also to be archived select the other option

Click on "No, Only Appointment"

5. Click on "Finalize"

Click on "Finalize"

6. You'll See Hoy This Appointment Request Disappears

You'll See Hoy This Appointment Request Disappears

7. Go Back to the Sales Pipeline

Go Back to the Sales Pipeline

8. The Deal Hasn´t Been Archived as You Selected

The Deal Hasn´t Been Archived as You Selected



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

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