How to Manually Move a Job To The Jobs Pipeline | DripJobs Help Center

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How to Manually Move a Job To The Jobs Pipeline

How to Manually Move a Job To The Jobs Pipeline

Input customer info for jobs that are already in the "Job Stage" without having to send them an already accepted proposal

Written by Tanner Mullen

Updated over a week ago

1. Click on New Proposal

Click on New Proposal

2. Add Customer Info

Add Customer Info

3. Click on Start

Click on Start

4. Click on Add Line Item to build your proposal

Click on Add Line Item to build your proposal

5. Once you're done building your proposal, click Save

Once you're done building your proposal, click Save

6. Next, click on "Invoices"

This will allow you to manually create an invoice

Next, click on "Invoices"

7. Click on Generate Invoice

Click on Generate Invoice

8. Click on Generate

Click on Generate

9. Re-Visit your Sales Pipeline

Re-Visit your Sales Pipeline

10. Click on the Deal Name to open the Side Panel

Click on the Deal Name to open the Side Panel

11. Change the Current Stage to Project Pending Schedule

This will allow the Deal to move to the Jobs Pipeline

Change the Current Stage to Project Pending Schedule

12. Click on Save

Click on Save

13. Now, visit the Jobs Pipeline

Now, visit the Jobs Pipeline

14. You'll see your Deal has moved to Project Pending Schedule

You'll see your Deal has moved to Project Pending Schedule

This workflow was created with Tango.