DripJobs Help Center

How To Move An Accepted Deal Back To The Sales Pipeline?

In this article, you will learn how to move an accepted deal back back to the sales pipeline.

Written by Salma Castillo

Updated over a week ago

1. Click On "Jobs Pipeline"

Click On "Jobs Pipeline"

2. Click The Three Dots On The Accepted Deal You Want To Move

Click The Three Dots On The Accepted Deal You Want To Move

3. Click On "View Proposal"

Click On "View Proposal"

4. Inside The Proposal, Scroll Down To The Bottom Until You Reach The Settings Section, Just Below You Can Click On "Duplicate Proposal"

Inside The Proposal, Scroll Down To The Bottom Until You Reach The Settings Section, Just Below You Can Click On "Duplicate Proposal"

5. Review The Information And Click On "Duplicate"

Review The Information And Click On "Duplicate"

6. This Confirms That The Proposal Has Been Successfully Duplicated And Is Now Back In The Sales Pipeline

This Confirms That The Proposal Has Been Successfully Duplicated And Is Now Back In The Sales Pipeline

7. Now Click On "Sales Pipeline"

Now Click On "Sales Pipeline"

8. Now You Can See The Duplicated Deal Appearing In The Sales Pipeline With Status Pending

Now You Can See The Duplicated Deal Appearing In The Sales Pipeline With Status Pending

9. Now Go To "Jobs Pipeline" Again

Now Go To "Jobs Pipeline" Again

10. Click On The Deal You Wanted To Move

Here You Can Choose Archive (Recommended, To Keep The Record) Or Delete (If You No Longer Need It)

Click On The Deal You Wanted To Move

11. Click On The Three Dots

Click On The Three Dots

12. Click On "Delete"

Click On Delete

13. Click On "Yes, delete it!!

Click On "Yes, delete it!!

14. And Click On "OK"

Click On "OK"

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