What this feature does and when to use it?
The Meetings feature in Recruit CRM helps you schedule, organize, and track meetings by linking them to candidates, contacts, jobs, or companies. It centralizes your meeting activities, making it easier to manage conversations and follow-ups from within Recruit CRM.
Meeting Integration settings let you connect your calendar and preferred video conferencing provider to Recruit CRM, enabling you to send calendar invitations and automatically generate meeting links. Recruit CRM supports Zoom, Google Meet, and Microsoft Teams. If you haven't configured your meeting integration yet, refer to the following setup guides:
You can use this feature when:
You want to schedule a meeting with a candidate or contact directly from their profile.
You need to quickly add a meeting from the Tasks and Meetings page.
You want to create a meeting using the global add (“+”) button.
Scheduling meetings in Recruit CRM 🗓️
You can create a meeting from three different places inside the app!
From the Tasks and Meetings Page:
1. Open the Tasks and Meetings page.
2. Click on the '+Add' button to create a meeting.
3. On the Tasks and Meetings page, switch to the calendar view to see meetings by day, week, or month.
Use the global add button (the “+” icon):
1. Click on the global “+” icon and select 'Meeting'.
From inside a candidate/contact/job/company profile:
1. Open a candidate, contact, job, or company profile and click the 'Add Meeting' button in the Activities section towards the right side of the screen.
2. When you add a meeting from inside a profile, review the Related To section, where the profile’s record name is automatically added.
3. In the candidate pipeline within a job, click the 'Schedule Interview' option under the Interview Column to add meetings directly for candidates from that pipeline view.
Make sure you have connected your calendar to Recruit CRM first!
4. Fill in all required information on the meeting form, including details such as attendees and meeting specifics shown on the form.
5. Click the Add button to create and save the meeting.
6. If you do not want attendees to receive calendar invites, select the checkbox labeled 'Do Not Send Calendar Invites' at the end of the meeting form.
Accessing and managing scheduled meetings
1. Open the relevant candidate profile and go to the Meetings tab in the Activities section to access scheduled meetings.
2. Use the search option within the Meetings tab to locate specific meetings.
3. Apply available filters to refine the list of meetings and manage them more efficiently.
Troubleshooting
Problem: Attendees are not receiving calendar invitations or reminders.
Problem: Attendees are not receiving calendar invitations or reminders.
Likely cause: The Do Not Send Calendar Invites checkbox is selected.
What to check: Open the meeting and verify whether the Do Not Send Calendar Invites option is enabled.
Resolution: If you want invites to be sent, clear the Do Not Send Calendar Invites checkbox and recreate the meeting as needed.
Problem: A meeting is not linked to the correct record.
Problem: A meeting is not linked to the correct record.
Likely cause: The meeting was not created from the intended profile, or the Related To section was not set as expected.
What to check: Open the meeting and confirm the value shown in the Related To section.
Resolution: When possible, create meetings directly from the desired candidate, contact, job, or company profile so the Related To field is filled automatically, or manually adjust the related record if editable.
FAQs
Where can I create meetings in Recruit CRM?
Where can I create meetings in Recruit CRM?
You can create meetings from the Tasks and Meetings page, from the global add “+” button, and from within a candidate, contact, job, or company profile using the Meeting button.
How do I view all meetings for a candidate?
How do I view all meetings for a candidate?
Open the candidate profile, go to the Meetings tab in the Activities section, and use the arrow to expand individual meetings, the Expand icon for a broader view, and filters or search to find specific meetings.
Can I see meetings on a calendar view?
Can I see meetings on a calendar view?
Yes. On the Tasks and Meetings page, you can view your meetings in a calendar layout by day, week, or month.
Conclusion:
Scheduling meetings in Recruit CRM is straightforward and easy. Please feel free to reach out if you have any further questions using the chatbot icon.