Lesson 2: Working with Candidates

The following video will cover of the following items –

Working with Candidate Records
Candidate records vs Contact Records
Add New Candidate Manually
Add New Candidate from Outlook
Add New Candidate from Importing Resume
Candidate Profile Overview
Candidate Profile Preview
Candidate Portal Registration
Linking Candidates to Jobs from a candidate record

Working with Activities

Activity Types
Adding an Activity and/or Reminder
Viewing Activity Log

Working with Company Records

Add New Company Manually
Creating Contacts in a Company
Company Profile Overview and Preview

Working with Contact Records

Add New Contacts Manually
Add new Contacts from Outlook
Creating Contacts in a Company
Adding Contact addresses to a Company Record
Marking a Contact as a Primary Contact

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