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Record Management

  • Adding an Attachment to a Record
  • Changing the Owner of a Record
  • Updating Work History
  • Relating an Existing Contact to a Company Record
  • Assigning a Job Order Priority
  • Mentions
  • Adding a Related Company
  • Storing Social Media Profiles
  • Profile Images on People and Company Records
  • Locating Advertised Jobs
  • Closing Jobs in a Mass Format
  • Hiding or Displaying Cards on a Datasheet
  • Mass Deleting Records From a List
  • Job Order Workflow
  • Using the 'Do Not Call' and 'Do Not Text' Options
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