Now you can quickly create jobs in LMN Time, using all the information you entered for a lead/customer in LMN's CRM tool.
- In LMN Time, select the Jobs menu
- In the bottom right corner, select Add Job
- The Add Job screen will appear. Pick the Job Type.
- If the customer/jobsite already exists in your CRM, click the Add Job Info from CRM button
- Next, use the Search box to search for a customer by name, jobsite name, or address
- When you find the customer you want to import, choose the jobsite in the dropdown, then click the Select button to import the select customer/job info into LMN Time
- The selected customer/jobsite info will be setup for you in the correct fields in LMN Time