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Deals, Leads, and Contacts

Deals, Leads, and Contacts

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16 articles
Sunny McIntosh avatarTanner Mullen avatar
Written by Sunny McIntosh and Tanner Mullen

How to move deal stages

you can open the deal / panel or drag and drop.
Sunny McIntosh avatar
Written by Sunny McIntosh. Updated over a week ago

How to integrate Networx Leads with DripJobs

Connecting Networx leads with DripJobs is easy using our Zapier Integration.
Tanner Mullen avatar
Written by Tanner Mullen. Updated over a week ago

How to Reopen a Cancelled Deal

DripJobs allows you to cancel a deal. This essentially allows you to keep it in the archive for it to be re-opened.
Tanner Mullen avatar
Written by Tanner Mullen. Updated this week

DripJobs does not provide leads

But we do help you get more business with your current marketing
Sunny McIntosh avatar
Written by Sunny McIntosh. Updated over a week ago

How to Use the Universal Search

Search for name, email and phone number
Sunny McIntosh avatar
Written by Sunny McIntosh. Updated over a week ago

How to Disable Drips and Stop Automatic Communications

If you don't want an automatic email or text ( i.e. drip ) to go out, follow these instructions.
Sunny McIntosh avatar
Written by Sunny McIntosh. Updated over a week ago

How to Export Contacts

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Written by Sunny McIntosh. Updated over a week ago

How to Delete Contacts

You can archive contacts and remove information but there is not a way to delete.
Sunny McIntosh avatar
Written by Sunny McIntosh. Updated over a week ago

How to get contacts into DripJobs

DripJobs does not yet have an import feature but you can use QuickBooks online to import
Sunny McIntosh avatar
Written by Sunny McIntosh. Updated over a week ago

How To Set Up QuickBooks Integration

In this article, we'll show you how to set up your QuickBooks and DripJobs Integration
Tanner Mullen avatar
Written by Tanner Mullen. Updated over a week ago

How to send Angi Leads to DripJobs Automatically

This workflow will allow Angi Leads to send your leads to DripJobs automatically.
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Written by Tanner Mullen. Updated over a week ago

How to add internal notes

Sunny McIntosh avatar
Written by Sunny McIntosh. Updated over a week ago

How to Use Your Unique DripJobs Booking Link

In this article, we'll discuss how to utilize your Unique DripJobs booking link
Tanner Mullen avatar
Written by Tanner Mullen. Updated over a week ago

How to integrate new Thumbtack Leads to DripJobs CRM - These instructions work for any lead provider who is willing to send leads to a webhook

How to integrate new Thumbtack Leads to DripJobs CRM
Tanner Mullen avatar
Written by Tanner Mullen. Updated over a week ago

How Send Leads to DripJobs Automatically Using Zapier

In this article, we will discuss getting leads inside of DripJobs using Zapier.
Tanner Mullen avatar
Written by Tanner Mullen. Updated over a week ago

How to Manually Create a Deal inside of DripJobs

This article will help you manually create a Deal inside of DripJobs
Tanner Mullen avatar
Written by Tanner Mullen. Updated over a week ago