Jobs

Jobs Module Overview
A Job consists of a number of tasks that can be arranged in sequence. Each task can be assigned to a different contact.  For example, the Job ‘Daily se...
Wed, 25 May, 2016 at 11:00 AM
Add a Job
When in the Jobs module click on the ‘ADD’ drop-down and select ‘Add New Job’. You can either select from a saved template or create a new job. Note...
Wed, 4 May, 2016 at 1:29 PM
Add a Job Template
Job templates are efficient when you need to create multiple jobs with the same tasks for different companies. In the Jobs module screen, ...
Mon, 30 May, 2016 at 2:12 PM
Add a 'Recurring Job'
If you have a job that will occur on a regular schedule, Legrand CRM can help you create it as a recurring job, so you only have to set it up once. ...
Mon, 30 May, 2016 at 2:13 PM
Users vs Employees & 1099 Contractors
Employees and Contractors (aka Consultants, 1099 Contractors, 1099 Vendors) are people who you can track and assign work to, without giving them a CR...
Tue, 17 May, 2016 at 2:18 PM