Working With Contacts

JobNimbus helps you keep your work organized through contact files.

As we go through these next few courses keep in mind that you will be working in your account, so make sure to pull it up so you can follow along.


Let’s start out by talking about contacts


File CabinetJobNimbus keeps track of a lot of information, and all of that information is housed in your contact files. You can think of a contact’s file like something you would pull out of a filing cabinet. There are different types of contacts that you may encounter in your account. JobNimbus can keep track of your suppliers, subcontractors, leads, and team members. All of these are contacts in your system.

We are going to be working with a lead. You may already have some leads to work with, but let’s create a test contact for this training. Follow along and create your own as we build out our test contact, Gary Grant.

 

Adding a contact

HubSpot Video

 

Click on the + button in the navigation menu and select Add Contact.

 2a1 Working with Contacts - Add Contact button

 

Fill out your contact's information.

  • Fill out your contact's name
  • Type in an address, email address, and update custom fields
  • Type more information in the description field

2a1 Working with Contacts - Contact Window


Save your contact.

The contact file

HubSpot Video

 

Look up your contacts using the search bar.
2a1 Working with Contacts - Search bar

 

Add notes to your contact file by clicking the Add note button.

2a1 Working with Contacts - Add Note

 


Notify your teammates of a note using the @ symbol. You can choose a team member from the drop-down list.

2a1 Working with Contacts - @mention

 

Next, let's talk about how you'll work with your contacts on the board.

Boards