You can archive Proposals and Contacts in DripJobs. You can find archived Proposals under the customer's Contact and Re-Open them if needed. You can also find archived Contacts.
Archiving Proposals
1. Navigate to the Proposal That Needs to be Archived
2. Click on 'Archive'
3. A Confirmation Will Appear That the Proposal has Been Cancelled & Archived
Finding & Re-Opening Archived Proposals
1. Click on 'Contacts'
2. Click on the Contact with the Archived Proposal
3. Click on 'Proposals / Jobs'
4. Archived Proposals Will Show up as Cancelled
Re-Opening Archived Proposals / Jobs
1. Click on the Proposal / Job That Needs to be Re-opened Under the Customer's Contact
9. Click on 'Re-open'
Note: The Proposal / Job will be put in the stage it was in before it was archived.
Archiving Contacts
1. Click on 'Contacts'
2. Click on the Contact That Needs to be Archived
3. Click on 'Archive Contact'
4. You can Enter a Reason for Archiving the Customer
5. Click on 'Archive'
Finding & Un-Archiving Customers
1. Click on 'Contacts'
2. Check Mark the box 'Show Archived Contacts'
3. Click on 'Filter'
4. Archived Contacts Will be displayed
5. Click on the Contact That Needs to be Un-Archived
6. Click on 'Un-archive Customer'
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.