How To-Moving Deals Manually on a Mobile Device | DripJobs Help Center

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How To-Moving Deals Manually on a Mobile Device

How To-Moving Deals Manually on a Mobile Device

This article details how to manually move a customer's Deal Card on your Pipeline from specifically a mobile device.

Written by Kennedy Smith

Updated today

1. Locate the Job You Would Like to Move and Click on the Purple Name

Locate the Job you would like to move and click on the Purple name

2. Scroll Down

Scroll Dwon

3. Click on 'Current Stage'

Click on Current Stage

4. Select the Stage You Would Like to Move the Deal to

Select the stage you would like to move the deal

5. It Has Been Moved to the Next Stage Successfully!

Done

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.