DripJobs Help Center

How to Export the Financing List?

In this article, you will learn how to export your financing list.

Written by David Arteaga

Updated this week

1. Click on Proposals - Financing

Click on Proposals - Financing

2. Use Financing Filters to Have Specific Customers Showing

Search: Find a customer by an specific character

Statuses: All, EXPIRED, FUNDED, NO OFFER, SELECTED & OFFERED

Search: Will trigger the filters you used so those specific cases show

Clear: All filters will be deleted

Use Financing Filters to Have Specific Customers Showing

3. Select Your Desired Amount of Entries

Entries will define the amount of people to show on the financing list

Select Your Desired Amount of Entries

4. Click on 'Export'

Click on 'Export'

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