Notes, Tasks, Appointments & Files

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

8 articles in this collection
Written by Sean Mallapurkar, Tara Elizabeth, and Sharanya

Notes Restriction in Recruit CRM

This article will help you set restrictions on adding, viewing, editing & deleting notes based on the role assigned to users

Written by Sharanya
Updated over a week ago

Associate notes, call logs, tasks or meetings

This article will help you link any Note, Call log, Task or Meeting you add to more than one record at a time

Written by Tara Elizabeth
Updated over a week ago

Tasks and Meetings + Sequences

Managing Tasks & Meetings Within Recruit CRM

Written by Sharanya
Updated over a week ago

Scheduling Meetings

Scheduling meetings with or between candidates and contacts

Written by Sean Mallapurkar
Updated over a week ago

Adding notes and Customizing Note Type

Add notes to Candidates, Companies, Jobs and Contacts

Written by Sharanya
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 Sharanya
Updated over a week ago

Adding Files & Creating Folders

Add files related to any candidate, job or client.

Written by Sean Mallapurkar
Updated over a week ago