Adding / Scheduling Activities

Instructions

To add an activity to any Company, Contact, Candidate or Job Record, please follow the steps below

  1. Locate any Company, Contact, Candidate or Job Record
  2. ‘Right Click’ – OR – Click on the ‘More Actions’ button and select ‘Activity’
  3. A new Activity window will pop up
  4. Add a Type, Sub-Type, Subject and any desired Notes
  5. Choose a Start Date, Start Time, End Date & End Time
  6. Set an ‘Auto Follow Up’ Schedule if Desired
  7. Choose which records this Activity should be linked to (You can chose a contact, candidate and job per individual activity.  Only one is required).  Note:  Depending on where you initiated the activity, one or all linked records may already be selected.
  8. Click ‘Save & Close’
Bonus:  Add Activities to more than one record at once
To add activities to more than one Company, Contact, Candidate or Job at once, simply select multiple records using your SHIFT or CTRL keys.  Once the desired records are selected, follow steps 2-8 above.


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