Settings
2 results found
-
dollar amounts of jobs
How do I see my sales dollar amounts....
1 voteYou can see that in the Sales Pipeline Report. Here’s a video that helps walk you through how to set this up: https://support.jobnimbus.com/hc/en-us/articles/115002640583-REPORTS-SALES-JOB-PIPELINE-REPORT
If you have further questions, please contact support@jobnimbus.com or call 855-964-6287.
Thank you!
-
The ability to add sales reps who do NOT need to access JN
We have reps who do not use JobNimbus, so we don't want to pay a monthly fee to give them an access profile. But we still need to be able to assign jobs to them for our own records/tracking/etc. So it would very helpful if there was a way to have them as a contact who we can assign to a job/customer, rather than having a sales rep list only populated from our access profiles.
3 votesYou can add these reps under a Contact Type marked as “subcontractor”. You can call it “Sales Reps” or whatever you need, but they will then you can assign them jobs.
This won’t, however, integrate with the Pipeline reports as that is part of the benefit of having these users in the system as users.
If you have further questions, please contact support@jobnimbus.com or call 855-964-6287.
- Don't see your idea?