JobNimbus CRM Training & Tutorials

STEP 5: The Adjuster Meeting

STEP 5: The

Adjuster Meeting

PROCEDURE / PROCESS

During the Adjuster Meeting:

  1. Take pictures of everything the adjuster takes pictures of

After the Adjuster Meeting

  1. Move them to the ‘Insurance Pending’ Stage

VIDEO TUTORIALS

1. Taking / Adding Pictures

2. Updating the Pipeline Stage

''No Team Like the Home Team''