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Building Proposals for Clients with Multiple Addresses

Building Proposals for Clients with Multiple Addresses

This article will explain how to change addresses for customers that may have multiple projects at different times or places.

Written by Danielle Walls

Updated over 3 weeks ago

1. Click on 'New Proposal'

Click on New Proposal

2. Click on 'Blank'

3. Choose the Desired Contact

Choose the desired Contact

4. Change the Job Address to Reflect Where the Current Job Location

Change the Job Address to reflect where the current Job location

5. Click on 'Start'

Click on Start

6. The Deal Will Now Reflect the Correct Job Address

The Deal will now reflect the correct Job Address

7. Note: The Customer’s Main Address Will Still Display in Their Contact Information

The customer's main address will still display in their Contact information

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.