DripJobs Help Center

How to Create a Proposal or Lead Using a Different Contact Email or Phone Number?

In this article, you will learn how to create a proposal or lead using a different contact email or phone number

Written by David Arteaga

Updated over a week ago

1. Click on 'Contacts'

Click on 'Contacts'

2. Open Any Contact

Open Any Contact

3. Click on 'Edit'

Click on 'Edit'

4. Update the Primary Email by Clciking on the Star Icon

Update the Primary Email

5. Click on 'Yes, make primary'

Click on 'Yes, make primary'

6. Save Your Changes

Save Your Changes

7. Go to the Sales Pipeline

Go to the Sales Pipeline

8. Start a New Proposal or Lead

Start a New Proposal

9. Open the Contact Drowpdown and Select the One You Updated

Open the Contact Drowpdown and Select the One You Updated

10. See the New Email Showing

See the New Email Showing

11. Click on 'Start'

Click on 'Start'

12. Proposals/Invoices/Work Orders for This Contact Will Now Show the Updated Primary Email

Proposals for This Contact Will Now Show the Updated Primary Email

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