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Learning & Training Resources
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New Sales Experience
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Engage
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Contacts & Jobs
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Using JobNimbus
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Profit Tracker
For Office Roles
The learning materials found in this article are specifically catered toward those assigned to an Office Role.
Follow the hyperlinks below to access each JobNimbus Academy course.
Getting to Know Your JobNimbus Account
In this course, you will learn about:
- Sign-in and navigation
- Profile setup and account information
- Notification configuration
- Syncing your calendar(s)
- Dashboard customization
Adding a Contact
In this course, you will learn about:
- Adding a Contact on the Web and Mobile App
- Relating Contacts
- Adding Notes to a Contact
Boards
In this course, you will learn about:
- Accessing Boards on the Web and Mobile App
- Elements of a Board on the Web and Mobile App
- Using Boards on the Web and Mobile App
Tasks & Calendar
In this course, you will learn about:
- Creating Tasks on the Web and Mobile App
- Navigating your Calendar on the Web and Mobile App