1. Click on 'Contacts'
2. Click on Your Customer's name
3. At the Top you Will see 'Open Balance' - 'Lifetime Revenue' - 'Unpaid Invoices'
4. Click on 'Information'
You will see all the customer's principal information - name, address, contact info, etc.
5. Click on 'Deals'
6. You Will see all Customer Deals
7. Click on 'Proposals / Jobs'
8. You Will see all Customer Proposals / Jobs
With the Proposal #, the Name of the Deal, Stage, Description, Status, and Amount
9. Click on 'Appointments'
10. You Will see all Customer Appointments
With the Preferred Date/Time, Another Date, Address, Created, Status, and Details
11. Click on 'Invoices'
12. You Will see all Customer Invoices
With the Invoice #, the Job name, Status, Date, Age, Amount, Balance, and Last Emailed
13. Click on 'Payments'
14. You Will see all Customer Payments
With the Deposit #, the Invoice #, Date, Method, Reference, Amount
15. Click on 'Tasks'
16. You Will see all customer Tasks
17. Click on 'Notes'
18. You Will see all Your Notes Regarding the Deal
19. Click on 'Attachments'
20. You Will see Attachments Uploaded for the Customer
21. Click on 'Email Communication'
22. You Will see all the Emails That Have Been Sent to the Customer
23. Click on 'Text Communication'
24. You Will see all the Text Messaging That has Been Sent to the Customer
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.