Create Job Owner Roles

Create Job Owner Roles

Last Updated: March 25, 2020

Create Job Owner Roles

*You can add up to 5 owners/commission roles within an Opportunity/Job with custom or standard percentages for each role.  Percentages will be automatically calculate as owners are assigned roles, and these can be tailored and adjusted as required at any time.

1. Click Into Tools & Settings

2. Select Job Settings

  • Scroll down to Job Owner Roles and select New

  • Type in the name of the new role, and select the % of ownership
  • Select Ok once you are finished

3. Add a Job Owner Role to a Job Record

  • Click into any job record
  • Under Job Details, add the new ownership role you created 
  • Make sure to hit Save before leaving the settings

Did this help answer your question?

thumbs up
thumbs down

Thanks for the feedback! 🙏🏽