Adding Job Contacts

Keep a streamlined record of all your job-specific contacts directly within the job profile. This ensures quick access and efficient communication for every project.

This guide covers:

• Navigating to a job’s Contacts Tab
• Adding existing contacts associated with the company
• Creating new contacts directly from the job
• Ensuring correct contact type selection
• Filling in essential contact details

By centralising your job contacts, you enhance organisation and accessibility.