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:
- Click on the Companies tab on the left side of the screen.
- In companies go to Add Company on the right side and you will get a form to enter the details of the company.
- 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.