Notes, Tasks, Appointments & Files
These articles will teach you how to add Notes, Tasks, Appointments &Files
By Likhitha and 1 other2 authors20 articles
- Notes Restriction in Recruit CRMThis article will help you set restrictions on adding, viewing, editing & deleting notes based on the role assigned to users
- Meeting Type CustomizationThis article explains how to customize meeting types in Recruit CRM so you can better categorize and manage your meetings.
- Associate notes, call logs, tasks, or meetingsThis article will help you link any Note, Call log, Task or Meeting you add to more than one record at a time
- Tasks, Meetings, and the Task Queue in Recruit CRMEverything you need to manage tasks, meetings, and the task queue in one place.
- Scheduling MeetingsLearn how to schedule meetings with or between candidates and contacts.
- How to Add Notes and Customize Note Types in Recruit CRMThis article will guide you on how to add/write notes to Candidates, Companies, Jobs and Contacts.
- How to Add and Manage Call Logs in Recruit CRMThis article will help you understand how you can add call logs in Recruit CRM.
- Creating TasksLearn how to create tasks in Recruit CRM to stay organized, collaborate with your team, and keep track of important follow-ups.
- How to Add Files, Create Folders, and Use Saved Files in Recruit CRMThis article explains how to upload files to candidate, job, company, and contact records in Recruit CRM, how to organize those files into folders.
- How to add collaborators on notes, call logs, tasks, and meetingsAdd your team members as activity collaborators to keep a track of the performance.
- How to Generate a Google Meet Link While Scheduling Meetings in Recruit CRMThis article explains how to generate a Google Meet link while setting up meetings in Recruit CRM.
- How to create and access templates for notes, call logs, and tasksThis article explains how to create, customize, and access activity templates for notes, call logs, and tasks in Recruit CRM.
- Generating Microsoft Teams link while setting up meetings in Recruit CRMThis article explains how to generate a Google Meet link while setting up meetings in Recruit CRM.
- Task Type Customization in Recruit CRMThis article explains how to customize task types in Recruit CRM so you can better categorize and manage your tasks.
- Meeting SchedulerThis article will guide you on how you can generate meeting scheduling links to share with candidates and contacts.
- Adding notes and customizing note type (New UI)Add/writing notes to Candidates, Companies, Jobs and Contacts.
- Adding and Managing Call logs (New UI)This article will help you understand how you can add call logs in Recruit CRM.
- How does syncing your Calendar to Recruit CRM work?This article will help you understand how syncing your calendar to Recruit CRM works, and how it affects your tasks and meetings.
- Scheduling Meetings in Recruit CRM (New UI)This article explains how to schedule meetings in Recruit CRM.
- Meeting Notetaker