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Record Management

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

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  • Record Management
  • Reporting & Dashboards
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  • Tools & Data Management
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