Job Role

Job Roles are linked to Business Types. They are used to give a Job Role to a contact who works within a business your service works with. They are a Customer Relationship Management tool.

       How to add a Job Role:

       Go to Settings ­čí¬ Job Role (under CRM Section) and add a new record:

Type in the title of the Job Role:

Then save the record where it will appear in the list on the left-hand side of the screen: