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Mobile: Sales Pipeline Overview

In this article, you will learn what to find on your sales pipeline from your mobile device.

Written by David Arteaga

WHERE TO FIND IT?

1. Open Your Menu

Open Your Menu

2. Click on 'Sales Pipeline'

Click on 'Sales Pipeline'

WHAT TO FIND?

This Will Be Your Stage Search Bar

Make sure to use it in order to find specific deals inside of the stage you are on

This Will Be Your Stage Seacrh Bar

Find Your Stages

  • All stages will be shown by scrolling to the left

  • The stage you are will be highlighted

  • Stages will show the amount of the deals you have

Find Your Stages

Your Pipeline Will Show Deal Cards With Their Own Buttons to Click, Depending on the Stage

Your Pipeline Will Show Deal Cards With Their Own Buttons to Click, Depending on the Stage

Click Over This Icon if You Want to Start a New Lead, Send Your Booking Form, Start a New Appointment or a New Proposal

Click Over This Icon if You Want to Start a New Lead, Send Your Booking Form, Start a New Appointment or a New Proposal

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

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