Adding/Importing/Updating Records

These articles will teach you how to add or import Candidates, Contacts, Companies & Jobs

11 articles in this collection
Written by Shubham Chouthai, Sagar Khanapurkar, and Sarvesh Gokhale

Adding Candidates in Recruit CRM

This article will show you multiple ways of adding candidates to Recruit CRM

Written by Sarvesh Gokhale
Updated over a week ago

Adding records (Candidates, companies, contacts & jobs)

Adding records in Recruit CRM

Written by Shubham Chouthai
Updated over a week ago

Importing records (Candidates, Companies & Contacts)

This article will help you import records to Recruit CRM from an excel sheet or a CSV.

Written by Shubham Chouthai
Updated over a week ago

Changing The Status Of A Job

This article will help you change the stage jobs. You can Close or deactivate jobs. Tag them as filled etc

Written by Sagar Khanapurkar
Updated over a week ago

Field Visibility/Rearrangement On Lists

This article will guide you around arranging fields in your preferred sequence.

Written by Sarvesh Gokhale
Updated over a week ago

Merging Duplicate Records

This article will help you merge Candidates, Contacts, and Companies in Recruit CRM.

Written by Sarvesh Gokhale
Updated over a week ago

Recruit CRM Chrome Extension

This tool will help you source candidates/companies/contacts from social media like LinkedIn Profiles from all Chromium-based browsers.

Written by Shubham Chouthai
Updated over a week ago

Bulk Updating Records

Update candidates, companies, contacts or jobs in bulk

Written by Sagar Khanapurkar
Updated over a week ago

Exporting Data To Excel/CSV

How to export records? (Candidates, Clients, Jobs & Companies) to Excel files, CSV.

Written by Sagar Khanapurkar
Updated over a week ago

Assigning Owners To Records

Assigning or Updating owners of candidates, companies, contacts and jobs in bulk

Written by Sagar Khanapurkar
Updated over a week ago

Column headers

Details about what column headers are

Written by Shubham Chouthai
Updated over a week ago