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Adding records manually (Candidates, companies, contacts & jobs)
Adding records manually (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.

Adding Contacts Manually

Here, you can find a video with a detailed step-by-step view of the process you can take on adding contacts:

Adding Companies manually

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 in the details related to the company & contact

  4. Hit Submit to save the record

Another method for adding candidates, contacts, or companies is by using our Chrome extension. To learn how to use this feature, please refer to the following article:

Hope this helps!

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