DripJobs Help Center

How to Recommend a Package?

In this article, you will learn how to recommend a package.

Written by David Arteaga

Updated over 2 months ago

1. Go to the Sales Pipeline and Find the Proposal You'd Like to Work From

Go to the Sales Pipeline and Find the Proposal You'd Like to Work From

2. Click on 'View Proposal'

Click on 'View Proposal'

3. Click on the Three Dots

Click on dropdown trigger

4. Click on 'Mark as Recommended'

Click on Mark as Recommended

5. See How It's Recommended from the Proposal Builder

Click on Recommended

6. See How It's Recommended from the Customer's View

Click on Gold…

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