How to Delete a Proposal? | DripJobs Help Center

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How to Delete a Proposal?

How to Delete a Proposal?

Here are the following steps to delete a proposal from a deal card.

Written by Chloe Hunter

Updated over a week ago

1. Begin in the Sales Pipeline and Click on Deal Card With Your Proposal(s)

Begin in the Sales Pipeline and Click on Deal Card With Your Proposal(s)

2. Click on the Specific Proposal

Click on the Specific Proposal

3. Scroll down to the bottom and Click on Delete Proposal

Click on Delete Proposal

4. Click on Yes, delete it!

Click on Yes, delete it!

5. Click on the Sales Pipeline to Ensure the Proposal Is Deleted

Click on the Sales Pipeline to Ensure the Proposal Is Deleted

6. Locate the Original Deal Card and Check That the Proposal Has Been Removed

Locate the Original Deal Card and Check That the Proposal Has Been Removed