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Adding/Importing/Updating Records
Adding records (Candidates, companies, contacts & jobs)
Adding records (Candidates, companies, contacts & jobs)

Adding records in Recruit CRM

Shubham Chouthai avatar
Written by Shubham Chouthai
Updated over a week ago

The method for adding candidates, companies, contacts & jobs is the same.

For example, we will talk about adding companies for now.

These are the steps to add a new company (client) in Recruit CRM:

  • Click on the " + " button on the top-right of your Recruit CRM window

  • Select Company option from the menu

  • Fill the Company form

  • Click on Submit to add the record

Another way to add a new company:

  1. Click on the Companies tab on the left side of the screen.

  2. Click on the Add Company button

  3. Fill the details related to the company & contact

  4. Hit Submit to save the record

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