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Bulk Archive Jobs

Follow the steps below to archive several projects at the same time according to the stage they are in.

Laura Cuadros avatar
Written by Laura Cuadros
Updated over 3 weeks ago

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1. Click on 'Jobs List'

Click on Jobs List

2. All Your Jobs Will Be Here

All your Jobs will be here

3. Use the Filter and Choose the Desire Option

For the example we will filter by Deal Stage. However, you can filter by Customer's Name or Status

We will filter by Deal Stage

4. Select the Deal Stage You Would Like to Archive

In this case, is Project Complete

Select the Deal Stage you would like to archive

5. Check the Box to Select Them All

Check the box to select them all

6. Make Sure Your 'Show' Option Is in 'All'

Make sure your "show" option is in "All"

7. Click on 'Bulk Actions' at the Upper-Right of the Page

Click on Bulk Actions, at the upper-right of the page

8. Click on 'Archive Selected'

All your Projects Selected will be archived

Click on Archive Selected

If you need any assistance with this, please donโ€™t hesitate to contact DripJobs Customer Support or the HelpDesk.


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