Record Management
- Right Side Panel
- Pinning a Record
- Changing the Status of a Job
- Viewing the Current Pipelines for a Record
- Reordering Cards on a Datasheet
- Updating a Resume
- Timeline
- Viewing All People in Your Database
- Deleting a Contact Import
- Quick Notes
- Changing the Status of a Person
- Inline Editing
- Printing a Datasheet
- Viewing All Companies in Your Database
- Adding a Memo to a Record
- Duplicate/Copy a Company or Job Order Record
- Jobs Overview
- Person Type
- Adding a New Company Record
- Locate Records Created from the Contact Importer