Adding/Importing/Updating Records
These articles will teach you how to add or import Candidates, Contacts, Companies & Jobs
By Saurav and 2 others3 authors23 articles
- Adding Candidates in Recruit CRMThis article will show you multiple ways of adding candidates to Recruit CRM
- Adding records in Recruit CRMAdding records in Recruit CRM
- Cloning or duplicating jobsThis article lets you create a duplicate job from the one you have in Recruit CRM.
- Bulk importing recordsThis article will help you import candidates/contacts/companies records to Recruit CRM from a CSV/XLS file.
- Changing the status of a jobThis article will help you manage the status of your jobs in Recruit CRM
- Merging duplicate recordsThis article will help you merge Candidates, Contacts, and Companies in Recruit CRM.
- Recruit CRM Chrome ExtensionThis article explains how to use the Recruit CRM Chrome Extension to source candidates, companies, and contacts from supported platforms into Recruit CRM.
- Kanban View for Jobs in Recruit CRMThis article will help you understand the Kanban View feature in the Jobs section.
- Bulk Updating RecordsUpdate candidates, companies, contacts or jobs in bulk
- Exporting Data to Excel/CSV in Recruit CRMLearn how to export candidate, contact, job, company, & Deal records to CSV/Excel files.
- Assigning Owners To RecordsAssigning or Updating owners of candidates, companies, contacts and jobs in bulk
- Column headersDetails about what column headers are
- How to Select More Than 1000 Records at a Time?This article will guide you on how you can bulk-select more than 1000 at once.
- Selecting custom fields on the Chrome ExtensionThis article will help you view/redesign/customize more fields directly in the Recruit CRM Sourcing Extension.
- Merging JobsThis article will help you merge Jobs in Recruit CRM.
- Bulk Importing Records into Recruit CRM (New UI)This article explains how to bulk import records into Recruit CRM using a CSV or XLS file.
- Bulk Updating Records (New UI)Update candidates, companies, contacts or jobs in bulk.
- Exporting Data To Excel/CSV (New UI)Learn how to export candidate, contact, job, company, and deal records to CSV or Excel files.
- Assigning Owners To Records (New UI)Assigning or Updating owners of candidates, companies, contacts and jobs in bulk
- Entity Type Custom FieldsThis article will help you to create entity type custom fields.
- Bulk export files for candidates in Recruit CRM (New UI)This article explains how to bulk export resumes, job-associated files, custom field files, and all files for multiple candidates at once.
- Entity Type Custom Fields (New UI)This article will help you to create entity type custom fields.
- Adding records in Recruit CRM (New UI)Adding records in Recruit CRM.