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