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Where to See the Next Scheduled Drip for a Deal
Where to See the Next Scheduled Drip for a Deal

Quickly see which drip message will be sent out next to your client for their stage in the pipeline.

Danielle Walls avatar
Written by Danielle Walls
Updated over 9 months ago

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1. Select the purple Deal Name on any Deal Card in your Sales or Jobs Pipeline.

Select the purple Deal Name on any Deal Card in your Sales or Jobs Pipeline.

2. The Command Center will open up with all the details about that particular Deal.

The Command Center will open up with all the details about that particular Deal.

3. You will find the "Next Drip" section just below the "Current Stage" section toward the bottom left of the command center.

For Example: The next Drip for this proposal will be the "One Month Proposal Follow Up" in the Proposal(s) Sent Drip Stage.

You will find the "Next Drip" section just below the "Current Stage" section toward the bottom left of the command center.
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