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Ability to Select Sales Support Specialist, Project Supervisor, and Project Manager

I am requesting the addition of three new fields in JobNimbus that function similarly to the existing Salesperson field. These fields would be for selecting a Sales Support Specialist, Project Supervisor, and Project Manager. This enhancement will allow us to better organize our projects and streamline our workflow.

New Selectable Fields:

Sales Support Specialist:
Functionality: A dropdown menu similar to the Salesperson field, allowing the selection of a Sales Support Specialist for each project.

Project Supervisor:
Functionality: A dropdown menu allowing the selection of a Project Supervisor for each project.

Project Manager:
Functionality: A dropdown menu allowing the selection of a Project Manager for each project.
Integration with Automations:

Ensure that the new fields can be used as triggers and conditions within the automation workflows.
Allow automated task creation, notifications, and workflow actions based on the selected Sales Support Specialist, Project Supervisor, and Project Manager.
Benefits:

Improved Organization: Clearly designate team members responsible for different aspects of a project, enhancing clarity and accountability.

Streamlined Workflow: Enable more precise automation and task assignment based on specific roles.
Enhanced Project Management: Facilitate better tracking and management of projects by assigning key roles directly within the project details.

Thank you for considering this feature request. Implementing these new fields will greatly improve our project management capabilities and overall efficiency.

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Valerie Blythe shared this idea  ·   ·  Report…  ·  Admin →
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  • Tristan Husnik commented  ·   ·  Report

    I disagree on some of the Titles but feel there this is SUPPER IMPORTANT!!!!!! I can RN I can task someone using SALES REP, An employee, and or ASSIGNED (But if more than one person is in this they both get the task). BC of this and our workflow, we use Employees; however, when that Employee moves positions in the company, Quits, or Is Fired, I have to find and adjust all of our Automation!!!! Lot of time has been waited on this!!!

  • Rosetta Downs commented  ·   ·  Report

    This would make tasks so much easier for our Project Supervisor.

Settings: Workflows

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