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 "New" button on the top-right side -> a menu with multiple icons will open up -> select Company -> a Company form will open -> fill in all the details -> click on Add to finish -> Company Added!

Another way to add a new company:

  1. Click on the Companies tab on the left side of the screen.
  2. In companies go to Add Company on the right side and you will get a form to enter the details of the company.
  3. Once details of the company are entered you will have to enter a Contact at company. 

Contact at company is a mandatory field.

4. Click Submit and the company will be added.

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