Manage client and company accounts in a dedicated CRM workspace

What changed

Jobin’s Accounts workspace now brings company details, contacts, activity, files, outreach, and account-level workflows together in one place.

Capabilities in this update

• Open a full account workspace with Activity, Contacts, Goal, and Files tabs
• Review company details alongside the people linked to the account
• Link existing contacts to an account or create new contacts from the account workspace
• Filter for linked account contact persons at any time and in bulk
• Send one-off email outreach from an account using the standard Jobin messaging flow
• Store and review account attachments in the Files tab
• Shortcut to easily import company employees
• Create accounts individually or import them in bulk from CSV
• Map CSV columns and preview account records before importing
• Switch between account list and card views and use the account details sidebar