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Notes, Tasks, Appointments & Files

Notes, Tasks, Appointments & Files

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

Sean Mallapurkar avatar Suchit Pandya avatar Tara Elizabeth avatar
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
Tara Elizabeth avatar
Written by Tara Elizabeth
Updated over a week ago

Tasks and Meetings + Sequences

Managing Tasks & Meetings Within Recruit CRM
Suchit Pandya avatar
Written by Suchit Pandya
Updated over a week ago

Scheduling Meetings

Scheduling meetings with or between candidates and contacts
Sean Mallapurkar avatar
Written by Sean Mallapurkar
Updated over a week ago

Adding notes and Customizing Note Type

Add notes to Candidates, Companies, Jobs and Contacts
Suchit Pandya avatar
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
Sean Mallapurkar avatar
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.
Suchit Pandya avatar
Written by Suchit Pandya
Updated over a week ago

Adding Files & Creating Folders

Add files related to any candidate, job or client.
Sean Mallapurkar avatar
Written by Sean Mallapurkar
Updated over a week ago
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