Record Management
- Adding Records
- Email Parser
- Import a List of People or Companies Using Contact Importer
- Industries and Occupation Codes
- Creating Custom Cards and Fields
- Files and Exports
- Adding People to a Pipeline
- Exporting Records to a Spreadsheet
- Bulk Resume Upload
- Merging People Records
- Pipeline Reports
- Managing People, Company, and Job Order Records
- Tags
- Deleted Records
- Quick Notes
- Edit or Delete an Existing Placement Form
- Deleting a Record
- Adding a New Job
- Adding a New Person Record
- Mentions