Creating job requirement from the account page, which will be tagged to that particular account. To perform this action, you need to have the Add Job permission enabled for your role in Settings → Role Security.
Follow the steps below to create a job from the account view page:
- Log in to your Oorwin account and navigate to the Accounts module from the left menu under the General section.
- Click on the account name for which you want to create a new job.
- Go to the Jobs tab in the top header to view all jobs tagged to that account.
- Click on the Add Job button in the top-right corner.
- Fill in all the mandatory information and click on Save.
That’s it! Your new job has been created and tagged to the selected account.