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. Check the record, and click on Schedule > Call
  3. A new Activity window will pop up
  4. Add a Sub-Type, Subject and any desired Notes
  5. Choose a Start Date, Start Time
  6. Click ‘Save’











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 (check) multiple records. Once the desired records are selected, follow steps 2-6 above.


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