Empregos (básico): Ligar o trabalho a Trabalhos
Ao fazer a sua contabilidade regular Trabalhos, pode querer ver mais contexto, por exemplo, o que Trabalhos foi feito anteriormente para esta ou outra conta (por exemplo, relatórios para indivíduos e entidades legais). É nesta altura que se pode querer ligar uma tarefa a outra.
Como funciona a ligação de um emprego a outro Trabalhos :
- You may link the job to any other job, including those created for the other accounts.
- A job might include as many linked jobs as you need.
- The jobs are always cross-linked. For example, if you linked Job A to Job B, you will see in the details that Job B is linked to Job A.
- Jobs are linked to jobs by a firm owner, admin or team member with access rights to view all accounts or assigned to the account.
Eis como o fazer:
- To link an existing job, click Link, select Jobs and choose the jobs you want to link. You can link any jobs, including the archived ones. You can click Filter at the top right to filter the job list by account, pipeline name or pipeline stage.
- To link a new job, click New and select Job. This will open the Add job sidebar. After you fill in the job details, it will be automatically linked to the current job.
After linking, jobs will be displayed in the Linked > Jobs section on the right of the job card.
Verá o seguinte:
- Account: Who the job is for, whether a company (a business account) or an individual (a personal account).
- Name: The name of the job.
- Stage: The stage the job is in.
Além disso, clique no nome do associado job para revisá-lo e editar seus detalhes. Clique no x no lado direito da linha de Trabalhos para desvincular os desnecessários.