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How to Archive a Proposal?

In this article, you will learn how to archive a proposal.

David Arteaga avatar
Written by David Arteaga
Updated over a month ago

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1. Click on "View Proposal"

Click on "View Proposal"

2. Click on "Archive"

Click on "Archive"

The Proposal Will be Saved Inside of the Contact Information


3. Click on "Contacts"

Click on "Contacts"

4. Type the Contact Name From the Proposal

Type the Contact Name From the  Proposal

5. Click on "Filter"

If you click on the "ENTER" button of your keyboard it'll also start searching

Click on "Filter"

6. Click Over the Customers Name You're Looking for

Click Over the Customers Name You're Looking for

7. Click on "Proposals / Jobs"

Click on "Proposals / Jobs"

8. You can Find it By the "Cancelled" Status

Check and Select the One You Just Archived

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

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