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Creating Activities from the Main Activities List

This lesson explains how to add an Activity from the Main Activities List ...

Creating an Activity from within a record's Activity List

This lesson explains how to log an activity from within a record Enter into the Contact Record that you would like to Log an Activity. In the upper right hand corner, click the blue 3 lined button,...

Associating Activities to other Records

This lesson shows how to associate an activity to another record ...

Filtering activities within a record's Activity List

This lesson explains how to filter activities within a record's Activity List ...

Logging an Activity against a Company

This lesson explains how to log an Activity against a Company record Enter the company record and click the blue 3 lined button in the upper right hand corner. This is your “Action Menu&rdquo...

Logging an Activity within a Job

This lesson shows how to log an Activity against a Job record Enter into the Job you would like to Log an Activity for. In the upper right hand corner, click on the blue 3 lined button, labeled &ld...

Logging an Activity against a Candidate

The lesson explains how to log an Activity against a Candidate Record Start on the Candidate Record for whom you wish to log the activity. Use the blue three line button in the upper right hand cor...

Scheduling Follow Up Activities

This lesson explains how to schedule a Follow Up Activity ...

Bulk Updating Activities

This lesson shows you how to Bulk Update Activities From your Activity To Do List, use the “Check Boxes” on the left hand side of your Activities to select which Activities you would l...

Custom Activity Types

This lesson shows you how to create a Custom Activity Type ...

Working with Teams, Zoom or Hangouts

If you use online or 2-way conferencing software such as Microsoft Teams, Zoom or Google Hangouts etc, you can now send meeting invites that include these details as links from Outlook. In this exa...

Bulk Log Activities in the Longlist of a Job Record

Bulk Activities in the Longlist Menu In the longlist of a job record, you can log activities in bulk using the action menu button. 1. Select candidates you want to perform bulk actions on by using...