Is there anyway we can have a task created for the salesperson whenever a job is created?
Is there anyway we can have a task created for the salesperson whenever a job is created?
Once a job is created out salesman have to go into job nimbus and task themselves as well
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Chad Brockmeyer
shared this idea
Absolutely! This is one of the biggest reasons to use Automation, creating tasks based on certain points in the process (including job creation).
Head to the Automation tab in your settings and watch the video to get started. If you still have questions, send them in an email to support@JobNimbus.com so they can help you out!