If you are going to add job contacts, consider adding the contacts to the company level before adding them to the job level. This allows you to bring over contacts to a job record without having to reenter the contact's information.
1.From the ribbon toolbar, click Greenlight CM™.
2.Click Greenlight.
The main screen displays with the Dashboard tab active:
3.From the job sub menu that displays in the left navigation bar, right click Add Contact.
A blank Contacts to Job dialog displays:
4.If you added the contact at the company level, you can use the Existing Contacts field dropdown to view company contacts.
5.Select the new contact from the list.
6.Click Add.
Important: Do not fill out any contact information when adding an existing user. Greenlight systematically adds the contact's information that was previously entered at the company level.