1. Service Autopilot
  2. CRM
  3. V3 Accounts
  4. Account Review Overlay

V3 Schedule a Job from an Account

To schedule a Job from the Review Account overlay, follow these steps:

  1. Go to CRM > Accounts. 
  2. Click the name of an Account to open the Review Account overlay.

    Review_Account_Overlay.png

  3. Under the Actions menu, click Schedule Job. 

    mceclip0__98_.png

  4. Complete the Add Job wizard. 

The new Job will appear under the "Jobs" section of the Review Account overlay. 

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