How to add a resource to a job as a project manager or sales lead

When creating or editing a job from the job summary, you can optionally check off the box to associate a sales lead and/or project manager to the job:

This will factor into reporting as some of our jobs reports include these fields as their own column:

and users with advanced permissions can restrict job access only to users who are set as a sales lead or project manager

Note

Users who are utilizing the advanced permissions can request to have "Team Members" enabled, which will allow you to associate more than one sales lead or project manager to a job