Rebecca Berg August 18th, 2017

Update: New Jobs Page

This new jobs page is making way for BIG things coming next week!

1. JOB SETTINGS - This is the new jobs / leads settings tab


2. EDIT CLIENT INFO - To add more info the client profile.

3. PORTAL SETTINGS - Click here to VIEW, SEND, ACTIVATE OR DEACTIVATE PORTAL


4. JOB LOCATION SETTINGS - Editing the job settings to add location and such.

5. TEAM MEMBER ASSIGNING - Just moved to a new spot, but this is where you assign team members to the job or lead.

6. EMAILS - Emails tab has now moved to be the first tab (since conversation mode will be live early next week) and is separated from forms, YAY!

7. New look for emails as we prep for conversation mode.