1. Click On "Proposals"
2. Click On "Financing"
3. Here We Can See The Financing Tab, Which Shows The Status And Details Of All Financing Applications Linked To Proposals Or Jobs
4. Here You Can Type The Customer Name, Proposal, Or Any Relevant Data To Quickly Find A Specific Record Within The Financing List
5. Here You Can Filter The Records By Financing Status, Such As Offered, Funded, Expired, No Offer, Or Selected.
This Allows You To Focus Only On The Applications That Are Most Relevant Instead Of Viewing The Entire List
6. By Clicking On “Search,” The System Will Execute The Search Based On The Criteria You Entered In The Bar. The “Clear” Button Is Used To Reset The Search And Restore The Full View Of All Records In The List
7. By Clicking On “Export,” You Can Download All The Financing Records Into A File
8. Here We Can See The Application Status Column, Which Displays The Current Financing Status Such As Offered, No Offer, Funded, Or Expired
9. Here We Can See The Label Column, Where You Can Add Or Manage Labels To Classify Each Financing Application
10. Here We Can See The Customer Name Column, Which Displays The Name Of The Customer Associated With The Financing
11. Here We Can See The Deal Name Column, Which Shows The Name Of The Deal Or Job Connected To The Financing
12. Here We Can See The Proposal ID Column, Which Displays The Specific Proposal Or Job ID Linked To The Financing Application
13. Here We Can See The Salesperson Column, Which Identifies The Team Member Responsible For The Deal
14. Here We Can See The Last State Change Column, Which Shows The Date And Time When The Financing Status Was Last Updated
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.