Adding Company, Contact or Candidate Records

Instructions

To add a Company, Contact or Candidate record, please follow these steps

  1. Open whichever table you want to create a record for (Companies, Contacts, Candidates)
  2. Click on the ‘Add’ Icon
  3. Fill out the fields desired on the new record form
  4. Click on ‘Save & Close’ to save and close the record
Please also see:  Linking Contacts To Companies & Linking Jobs to Contacts


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