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Notes, Tasks, Appointments & Files
Notes, Tasks, Appointments & Files
These articles will teach you how to add Notes, Tasks, Appointments &Files
7 articles in this collection
Written by
Sean Mallapurkar,
Suchit Pandya,
and
Tara Elizabeth
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
Suchit Pandya
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
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 & Creating Folders
Add files related to any candidate, job or client.
Written by
Sean Mallapurkar
Updated over a week ago