Create a Job / Project
Jobs can be created for either a contact or a company, and you can even start creating a job from the main navigation using the New Job button.
Note that your administrator may have renamed the Jobs module to Projects, Engagements, Matters - or something else!
- Most commonly, you may want to create a job for a company/client record. Whilst viewing a company, select Add from the menu bar, and then click New Job/Project, as shown in the image.
- This will load up the Create New Job page. The details to be entered here are the basic requirements for creating a job:
- Give the job a title (a summary of the work).
- Select the manager - The manager will default to you, but in the drop-down you will be able to choose another staff member. This user will receive automatic notifications of important updates to the job status, as well as being bcc’d on activities added to the job.
- The options in Type are dependent on the types of jobs relevant to your business. You may be looking at a default set of job types, or at a list that has been customised by your administrator. Note that you can't change the job type once your job is created.
- Status Progression: This field lets you choose which status the job should start at. Each option may have different business rules associated with it, so be prepared to enter more information after clicking "Save".
- You may also have the option to link this job to a Prospect record - if there is an open prospect for that company.
When you save this page, you may be prompted to enter additional fields, such as selecting the job budget method, filling in a date field or selecting something from a picklist. If you are unsure how to continue, check with your administrator.
Adding a job to a Prospect
If you are working with a prospect, the process is very much the same.
When another item in the system can be created from a prospect, it’s considered an opportunity. As such, the link to add a job, issue or contract against a prospect is from the New Opportunity button on the grey menu bar. This emphasises the significance of the opportunity (such as the job) having been generated through the work on the prospect.