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How to Archive an Appointment and the Deal Card?

In this article, you will learn how to archive an appointment and the deal card.

Salma Castillo avatar
Written by Salma Castillo
Updated this week


1. Click On The Appointments Calendar Button

Click on the Appointments calendar button


2. Select The Appointment In Your Calendar That You Want To Archive

Select the appointment in your calendar that you want to archive


3. Click On "Delete"

This Will Only Archive The Deal Card And Delete The Appointment

Click on Delete


4. Click On "Yes, Both! "

Please Note That If You Just Want To Archive The Appointment But Not Delete The Deal Card, Select The "No, Only Appointment"

Click on Yes, both! to archive the deal card and the appointment


5. Click on "Finalize" To Confirm The Changes Made

Click on Finalize to confirm the changes made

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.


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