Users can share a job with an account contact directly from the Account View Page.
Steps to Share a Job with an Account Contact :
- Log in to your Oorwin account and navigate to the Accounts module from the left menu under the General section.
- Select the account whose contact you want to share a job with.
- Click on the Contacts tab in the top header.
- Choose the desired contact and click the More (three dots) icon next to their name.
- From the actions list, select Share Job.
- A popup will appear displaying the list of jobs you have access to.
- Select the job you want to share with this contact.
- A Share Job compose mail popup will open with pre-filled content.
- Add additional recipients or details if needed, and then click Send.
✅ The job has now been successfully shared with the selected contact.
