If there is a specific note that you need to make for a job, contact, company or a candidate.
You can add a note in Recruit CRM by:
- Click on the Company, Contact, Job or Candidate
- On the right hand side of the screen you will get options of Notes, Call logs, Tasks, Meetings and Files.
- Click on the Notes icon (first icon- the Green one) and start typing your notes.
- When you are done writing, click on add notes to save the note.
Important: You can mention your teammates on any record (candidate/company/contact/job) by adding the "@" symbol in the Notes section that will give them an email notification with a link to that record.
You can Edit or Delete the notes just by taking a mouse pointer over the created note, you will get an option to edit or delete the note on the left hand side.