Скачать или смотреть 6.25. User Guide Jobs/CRM - Adding Job Contacts

Need to keep your job contacts organised and accessible in GO! Site Ready? 💡 This user guide provides a clear, step-by-step walkthrough for adding and managing contacts directly within your job profiles.

👉 What You'll Learn in This Tutorial:
• Adding existing company-associated contacts to a job
• Creating new contacts directly from the job interface
• Distinguishing between contact and asset options
• Inputting contact details efficiently

⚙️ Follow These Steps:
1. Open the relevant Job.
2. Go to the Contacts Tab.
3. Click the Add Button to select an existing contact.
4. If the contact isn't listed, click the Add Button again.
5. Ensure the Contact Option is ticked and fill in the details.

✨ Important Notes:
• Only contacts associated with the job's company will appear initially.
• Always double-check you've selected the 'Contact' option when creating a new entry.

💬 Got questions? Drop them in the comments 👇

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