Edit Job Contacts

Modified on Thu, Jun 22, 2023 at 5:29 PM



To edit a job contact first, you must select a company, select the company "edit icon" (#1 in figure 1).


Figure 1

This will open up the following dialog window, which will let you search for companies defined under CRM:

Figure 2

Once you found and picked the desired company from the drop down list, click "Save" to select that company.

After select a company, you have the option to select a contact within that company (#2 in Figure 1), and specify that as the lead contact (#3 in Figure 1), if selecting multiple contacts for that contact type.

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