You can easily create new jobs from the ‘Jobs’ tab on the left-hand side menu. When on the main job list, click on the ‘Add Job’ button to get started.
You can then fill in the details of the company either by typing and selecting an existing one in your CRM or choose ‘New Customer’.
When you are happy with the details of the job, click on ‘Save’. The job will then be successfully added to your job list.
You can also create a new job sheet for a company directly in the CRM tab. Choose the company, then go to Activity > Job in the top bar and click on ‘Add Job’.
The company details will already be in the job sheet ready for you. When you are happy with the details, click on ‘Save’ to finish.
Published: August 2019