Deals, Leads, and Contacts

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12 articles in this collection
Written by Tanner Mullen and Sunny McIntosh

How to "Re-Open" 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.
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Written by Tanner Mullen
Updated over a week ago

DripJobs does not provide leads

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

How to Use the Universal Search

Search for name, email and phone number
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Written by Sunny McIntosh
Updated this week

How to Delete Contacts

You can archive contacts and remove information but there is not a way to delete.
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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
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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
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Written by Tanner Mullen
Updated this week

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

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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
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Written by Tanner Mullen
Updated yesterday

How to integrate new Thumbtack Leads to DripJobs CRM

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