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Add An Account When Creating A Job

You can create Accounts via the Account section under Settings, or when you enter a Job. Once you create an Account it will be available to you for any Job you enter or have entered.

CREATE AN ACCOUNT WHEN CREATING A JOB

  1. Click on Jobs from the left side navigation.
  2. Click the +Create icon to create a new Job.

  3. In the Create New Job box, click the More icon (...)  next to the Account field.

  4. From the Select Account box, click the Create icon (+) to create a new Account.Enter the new Account name and click Save.

  5. You will return to the Create New Job box, enter the Job name then click Save.