V3 Schedule a Job from an Account

To schedule a Job from the Review Account overlay, use the following steps:

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

    mceclip0__98_.png
  4. Complete the Add Job wizard. 

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

Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?