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Deal Card Command Center
This collection has step by step guidance on how to navigate and use the deal card command center.
Overview of the Deal Card Command Center
How to Send a Text Message to Your Client From the Deal Card Command Center
How to Move a Deal Card From the Deal Card Command Center
How to Schedule a New Appointment From the Deal Card Command Center?
How to Change the Drip Messaging Sequence From the Deal Card Command Center
How to Create a New Proposal From the Deal Card Command Center?
How to View a Contact From the Deal Card From the Command Center?
How to Archive the Deal Card From the Command Center?
How to Disable/Enable the Drips for a Client From the Deal Card Command Center
How to Add a Label From the Deal Card Command Center?
How to Edit the Deal Details From the Command Center?
How to See the Next Drip Being Sent to the Customer in the Deal Card Command Center
How to Delete the Deal Card From the Command Center?
How to Add a Task to the Deal Card Command Center?
How to View the Attachments in the Deal Card Command Center?
How to Add a Note to the Deal Card Command Center?
How to Blast a Specific Customer From the Deal Card Command Center
How to View the Proposals/Jobs for a Client in the Deal Card Command Center
How to View the Invoices/Payments in the Deal Card Command Center