Jobs

Can I Turn a Contact Into a Job and Vice Versa?

Contacts and Jobs navigate through separate Workflows while working in conjunction with one another.

A Job cannot be turned into a Contact, nor can a Contact be turned into a Job.

This is because Jobs and Contacts belong to entirely separate Workflows and can never go through the same Statuses as the other.

settings menu job v. contact workflow tabs

You'll also notice that there are two Board views: one for Contacts, and one for Jobs. Contacts will not show up under a Job Board, nor will Jobs appear under a Contact Board.

v2 jobs board viewv2 contact board view

Note: Creating a Job under a specific Contact will autofill some of the information for your convenience.