Customer Relationship Management (CRM)
This is a collection of articles that will help you use Recruit CRM to manage yours contacts/leads better.
By Dia and 2 others3 authors19 articles
- Deals PipelineThis article will help you create a Deals Pipeline and keep track of all monetary transactions in your company.
- Assigning Contact To A CompanyThis article will help you link a contact to a company or multiple companies
- Customizing And Using Your Contact StagesThis article will help you create/customize/use your contact stages / track leads
- Contact Stage (Sales Pipeline)Helps you understand the progress of the client relationship
- Receiving feedback from clients through the Online Candidate linkShare candidates assigned with clients and receive feedback online.
- Adding Feedback On The List Of Candidates Submitted To YouThis article will help you give feedback on candidate lists sent directly to you through Recruit CRM.
- Kanban view for ContactsEasily manage and keep track of all your contacts under different stages.
- Deals in Recruit CRMThis article will explain everything you need to know about the Deals in Recruit CRM.
- SMS Sequencing in Recruit CRMThis article will guide you on how to create SMS sequences to interact and enhance your engagement with candidates and contacts.
- New Version Of The Company List PageThis article will provide you with a comprehensive list of all the features available in the new version of the company list page.
- Assigning Contact To A Company (New UI)This article will help you link a contact to a company or multiple companies.
- Call Recording Permissions in Recruit CRM (New UI)Getting Started with Call Recording in Recruit CRM.
- Data Enrichment: Find Email & Phone Number of Candidates/Contacts(New UI)This article will help you understand more about the Data Enrichment feature.
- Tracking Placed Candidates in Recruit CRM (New UI)This article will guide you on how to track placed candidates in Recruit CRM.
- New Version Of The Contact List PageThis article will provide you with a comprehensive list of all the features available in the new version of the contact list page.
- New Version of Contact Details PageA refreshed and more flexible contact experience designed to help you work faster and stay organized.
- Kanban view for Contacts (New UI)Easily manage and keep track of all your contacts under different stages.
- Contact Stage (Sales Pipeline) (New UI)Helps you understand the progress of the client relationship
- Customizing And Using Your Contact Stages (New UI)This article will help you create/customize/use your contact stages / track leads