Deals, Leads, and Contacts
Deals, Leads, and Contacts
Add some articles to this collection
16 articles
Written by Sunny McIntosh and Tanner Mullen


How to move deal stages
you can open the deal / panel or drag and drop.
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.
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.
Written by Tanner Mullen. Updated this week
DripJobs does not provide leads
But we do help you get more business with your current marketing
Written by Sunny McIntosh. Updated over a week ago
How to Use the Universal Search
Search for name, email and phone number
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.
Written by Sunny McIntosh. Updated over a week ago
How to Export Contacts

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.
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
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
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.
Written by Tanner Mullen. Updated over a week ago
How to add internal notes

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
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
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.
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
Written by Tanner Mullen. Updated over a week ago