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How to add a job

In the Jobs module, click ‘ADD’ in the top-left corner.

Click the link to select a client.

Enter the company or contact’s name in the search and click ‘Select’.

Enter the job details and click ‘Save’.

NOTE: Legrand Cloud CRM automatically populates the fields if you select a predefined job template. Click here to see how to create a job template.

Optional: How to create a recurring job

Tick the ‘Is Recurring Job’ checkbox and select a Start and End Date.

Specify the recurring frequency and click ‘Save’. For example, you can set the job to recur Daily, Weekly, Fortnightly, Monthly or Yearly.

Updated on 12 June 2024
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