Ready to get started? Customizing Job Roles is a breeze.
Follow these simple steps:
Click on Settings (the gear icon).
Under Customization, select Modules.
Choose the Contact module.
Inside the Contact module settings, click on the Job Role tab.
Hit the + New Job Role button in the top-right corner.
A window will pop up – just type in the Job Role name.
Click Save, and you're all set!
Managing Your Job Roles
Once you've created your roles, they'll all appear on the Job Role Listing page. From here, you can:
Edit or Delete: Click the three vertical dots next to any job role to make changes.
Reorder: Simply drag and drop the roles to arrange them in the order you prefer.
Using Job Roles When Adding a Contact
You can assign job roles on the fly right from a contact's record.
Open the Add/Edit form for any contact.
Find the Job Title field. This is a special dropdown field you can type into.
Select a Role: If you've already set up your Job Roles in Settings, you can pick one from the list.
Create on the Spot: Don't see the role you need? You can type a new one directly into the field and create it instantly!
Quick Note: Job roles created directly from a contact's form won't be added to your main, reusable list in the Settings area. It's a great option for one-off titles!