Manually Moving a Deal to Project Accepted | DripJobs Help Center

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Manually Moving a Deal to Project Accepted

Manually Moving a Deal to Project Accepted

See below for how to manually move a Deal to the Jobs Pipeline.

Written by Danielle Walls

Updated over a week ago

1. Click on a Deal Card

This will open up the "Command Center" with all of the Deal details

Click on a Deal Card

2. In the Command Center, Click on the Current Stage dropdown.

In the Command Center, Click on the Current Stage dropdown.

3. Click on Project Accepted

Click on Project Accepted

4. Click on Save

Click on Save

5. Click on Jobs Pipeline

Click on Jobs Pipeline

6. Notice that since you manually moved the Deal to the "Project Accepted" stage, the invoice was not automatically generated.

Notice that since you manual moved the Deal to the "Project Accepted" stage, the invoice was not automatically generated.

7. Follow the steps in this article to manually generate an invoice.

https://intercom.help/dripjobs/en/articles/8800499-how-to-manually-generate-an-invoice