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Using JobNimbus
How do I use the Accurence integration?
Steps on how to order Accurence from JobNimbus on the web app.
Ordering through the web app:
- Navigate to a Contact or Job record (depending on how you set up the integration)
- Click on the 3 dots in the Contact or Job description to reveal the action menu
- Select Order Accurence
- A confirmation will appear. Follow the on-screen instructions.