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Getting Started with Contacts

Customizing Contact Workflows

Let's get you started creating workflows for your Contacts.

Creating & Customizing Boards

Creating Boards for your Contacts is easy and helps keep your team on the same page.

Creating Contacts

Now that your Workflows and Boards are set up, let's add your Contacts.

Contact Navigation

Learn how to navigate through your Contacts.

Tasks & Calendar

With your Contacts in place, let's now go over your Tasks and JobNimbus Calendar.

 

Will you be using

JobNimbus Financials           Independant Financials