1. Click on 'Activity'
2. Enter a Client Name in the Search Bar.
3. All of Your Client Communication Will Populate With an 'Event' Label.
4. If the Communication is an Email, it can be 'Processed' or 'Opened'
Processed means that the email was sent successfully
Opened means that the customer opened the email
5. 'Signed' Means That the Proposal is Signed.
6. 'Viewed' Means That the Proposal or Invoice has Been Viewed.
7. 'Delivered' Means That the SMS has Been Delivered.
8. When you Click on the Title of the Communication...
9. A Page Opens up With all Event Details for That Particular Client Communication.
10. Here you can see That the Proposal is Viewed and That it was Signed.
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.