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How to Create a Proposal for the Same Client but on a Different Address?

In this article, you will learn how to create a proposal for the same client but on a different address.

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


​1. Click on "View Proposal"

Click on "View Proposal"

2. See Your Customer's Usual Address

See Your Customer's Usual Address

3. Click on "Sales Pipeline"

Click on "Sales Pipeline"

4. Click on "New Proposal"

Click on "New Proposal"

5. Select the Same Contact

Select the Same Contact

6. Type the New Address You and Your Customers Would Like to Work In

As soon as you select and already known contact, you'll see how their info cannot be changed, but always going down, you can find that the address can always be changed in order to start this job in a new place

Type the New Address You and Your Customers Would Like to Work In

7. Click on "Start"

Click on "Start"

8. See This New Address Reflected on the New Proposal

See This New Address Reflected on the New Proposal


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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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