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This lesson explains how to add an Activity from the Main Activities List ...
This lesson explains how to create an activity from within a record. ...
This lesson shows how to associate an activity to another record ...
This lesson explains how to filter activities within a record's Activity List 1. Locate the Activity Section of the Record you are in 2. To Filter By Date the Activity was logged click on the b...
This lesson explains how to log an Activity against a Company record 1. Go to the Company Record and select the Action Menu - It is the small round button next to the Back to List button 2. Click ...
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, open the "Action Menu.” This will drop...
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...
This lesson explains how to schedule a Follow Up Activity ...
This lesson shows you how to create a Custom Activity Type 1. Click on your name in the upper right corner and go to Tools & Settings 2. Click Customization to expand the Tools Menu, then click...
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...
This video will show you how to bulk log longlist activities, and complete them: ...
There is a toggle within the Main list view of Candidate activities that allows you to filter between Basic Activities and Advanced Activities for a more complex search. Advanced Activities can ...