You can see a video example here.
Changing the Address in an Already Existing Deal
Follow these steps to change the job address using an existing Deal Card.
1. Click on the customer's name on their Deal Card in the Sales Pipeline to open the Deal Command Center
2. Click on Edit Deal Details at the bottom right of the Deal Command Center
3. Change the address
4. Click on Save at the bottom right
Change the Address on a New Proposal
Follow these steps if you are creating a new proposal for an existing customer that needs another job done at a different address.
Note: A customer contact can only have one address, but this feature allows for separate jobs to have separate addresses.
1. Make a New Proposal at the top right of the Sales Pipeline
2. Choose the customer's name
3. Enter the correct job address
4. Click on Start at the bottom right to begin the new proposal
5. The correct address will now populate on the proposal
Change the Address on an Already Existing Proposal
Follow these steps to change the address for a proposal that has already been created.
1. Click the address in purple at the top left of the proposal
2. Change the address
3. Click on Submit to save the change
