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:

  1. Click on the Company, Contact, Job or Candidate
  2. On the right hand side of the screen you will get options of Notes, Call logs, Tasks, Meetings and Files.
  3. Click on the Notes icon (first icon- the Green one) and start typing your notes.
  4. 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.

Images below:

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.


That's it!

Other articles that might help:
Creating Follow-up tasks
Searching Notes
Recruit CRM's mention feature

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