Notes, Tasks, Appointments & Files

These articles will teach you how to add Notes, Tasks, Appointments &Ffiles

6 articles in this collection
Written by Sean Mallapurkar, Sagar Khanapurkar, and Suchit Pandya

Tasks and Meetings + Sequences

Managing Tasks & Meetings Within Recruit CRM

Written by Suchit Pandya
Updated over a week ago

Scheduling Meeting

Scheduling appointments with or between candidates and contacts

Written by Sagar Khanapurkar
Updated over a week ago

Adding notes and Customizing Note Type

Add notes to Candidates, Companies, Jobs and Contacts

Written by Suchit Pandya
Updated over a week ago

Adding Call logs

This article will help you understand how to log call on Recruit CRM

Written by Sean Mallapurkar
Updated over a week ago

Creating Tasks

Adding a task helps you keep track of things you need to get done.

Written by Suchit Pandya
Updated over a week ago

Adding Files

Add files related to any candidate, job or client.

Written by Sagar Khanapurkar
Updated over a week ago