NEW FEATURE! CRM Jobsites - ability to assign a primary contact person.

You can now assign a Primary contact to your jobsites in LMN!  Follow the steps below to set this up.

From the Budgeting & Estimating end of the program, click CRM>Contacts

Select the customer you wish to update.

Select Jobsites and pick the jobsite you wish to edit.

Under Jobsite Contact, pick the contact you wish to associate to.

Click Save Changes.

 

 

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