One of the best ways to keep everything organized in JobNimbus is by using the Related feature.
You can relate Jobs to a Contact, Tasks to a Job, and more. This helps you keep all your related files together in one neat, digital file folder.
When you’re creating a new task you have the option to relate that item to another contact and/or job. You could start typing the name of a job or contact, select the desired option, and you’d create the relation, but if you’re already looking at the contact or job, there’s an easier way.
Save Time with Auto-Related Items on Tasks
Let’s assume you’re working with a new lead and you want to schedule a task to follow up with them in one week.
The best way to keep all your sales-related tasks together is to relate them to the lead’s contact record so you know where to look when you need them and they give you quick access to the contact’s information, activity, and other files.
You could click the + Add Task button at the top of JobNimbus, but if you’re already looking at the contact’s details screen, there’s a better way to relate your task immediately to the contact.
From the contact details screen, click the action menu (crank icon) at the top right.
Select Add Task from the drop-down menu.
When the Add Task popup appears, you’ll see that this contact is already set up as a Related Contact to this new task.
You can do the same thing from the + Add Task button on the Tasks tab on the contact, or from a job (in which case the job is the automatically related item).
Using this method assures that all your tasks are related to the right record, giving you quicker access, better information, greater organization, and more.
For more time-saving tips, click here.