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
- Adding a New Job
- Deleted Records