Follow-up Tasks

You can add To-Do's/Follow-up tasks for important activities so you don't miss anything!

Sarvesh Gokhale avatar
Written by Sarvesh Gokhale
Updated over a week ago

One of the most important things a recruitment professional needs to do to be successful is follow up with candidates & clients.

Recruit CRM lets you set follow-up tasks for all your essential activities so, you don't ever miss anything even remotely important.

Recruit CRM offers you a "Create Follow-Up Task" button on pretty much every possible action like sending emails, creating call logs or notes, changing hiring stages, etc.

You can create follow-up tasks in the following events:

Compose Email

You can create a follow-up task while sending an email to candidates/contacts.

When you move a candidate from one Hiring Stage to another, you get an option to create a follow-up task.

It is important to add notes on candidates to let your team know what is happening. You get an option of Creating a follow-up task on every note you add for any candidate.

While speaking to a candidate or contact you can add call notes inside the call log section and there too you can create a follow-up task

That's about it!

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