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How to Manage Multiple Addresses Under the Same Contact?

In this article, you will learn how to manage multiple addresses under the same contact.

Written by David Arteaga


1. Click on 'New Appointment'

Click on 'New Appointment'

2. Click on 'On-Site Estimate'

Click on 'On-Site Estimate'

3. Make Sure to Fill Contact's Information and Select an Address

Make Sure to Fill Contact's Information and Select an Address

4. Click on 'Schedule'

Click on 'Schedule'

5. Create a New Appointment (Repeat Process)

Create a New Appointment (Repeat Process)

6. Make Sure to Work With the Same Contact

Make Sure to Work With the Same Contact

7. Give This Contact a New Appointment Address

Give This Contact a New Appointment Address

8. Click on 'Schedule'

Click on 'Schedule'

9. Now You Have Two Deals Under the Same Contact

Now You Have Two Deals Under the Same Contact

10. Click Over the Deal Name

Click Over the Deal Name

11. Click on the Edit Icon

Click on the Edit Icon

12. Scroll Down and Change the Deal Name to Differentiate It from the Pipeline You're Working on

Scroll Down and Change the Deal Name to Differentiate It from the Pipeline You're Working on

13. Click on 'Save'

Click on 'Save'

14. See How the Deal Name Is Now Updated

See How the Deal Name Is Now Updated

15. Repeat the Same Process With Your Other Current Deal

Repeat the Same Process With Your Other Current Deal

16. You Now Have Multiple Addresses to Work With Under the Same Contact

You Now Have Multiple Addresses to Work With Under the Same Contact

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

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