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How to Reopen a Cancelled Deal
How to Reopen a Cancelled Deal

DripJobs allows you to cancel a deal & keep it in the archive for it to be re-opened. This article will show you how to re-open the deal.

Tanner Mullen avatar
Written by Tanner Mullen
Updated over a week ago


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1. Use the DripJobs search function to locate the customer.

You can type in the customer's first or last name, email, or phone number to find them.

Use the DripJobs search function to locate the customer.

2. Find the customer's name in the dropdown and click it to open the Deal Command Center.

It should show the deal as Cancelled beside their name as well.

Find the customer's name in the dropdown and click it to open the Deal Command Center.

3. In the Deal Command Center click 'Re-open' at the bottom right.

In the Deal Command Center click 'Re-open' at the bottom right.

4. The deal will move back to where it was in the Sales Pipeline. Click the customer's name to open the Deal Command Center.

The deal will move back to where it was in the Sales Pipeline. Click the customer's name to open the Deal Command Center.

5. Click 'Edit Deal Details' on the bottom right to ensure all details are still correct.

Click 'Edit Deal Details' on the bottom right to ensure all details are still correct.

6. Change the deal status and Sales Pipeline stage if needed.

Change the deal status and Sales Pipeline stage if needed.

7. Click on Save at the bottom right to register the changes.

Click on Save at the bottom right to register the changes.
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