Importing Information
How do you import a company?
Company-> manage records -> add new
How do you log a call with a contact?
Go to contacts page -> create event -> Choose call in event type -> title it (ex: intro call)-> take notes -> save
How do you create a job order?
Go to company's page -> job orders tab -> create new
How do you add an MSA to a company page?
Go to the company page -> documents section -> click add documents -> choose MSA file
How do you document candidate check-in calls?
Candidate profile -> go to notes section -> click candidate check-in drop down -> type notes
Where do you input your req qualification notes?
Go to the job order -> click edit -> add notes into Internal Job description and notes section
How do you import a contact to Akken CaptureMe?
LinkedIn-> Contact profile -> click akken CaptureMe chrome addin -> Click select on popup screen -> Make sure information and the company are correct -> save
How do you move a candidate through the submittal stages?
To submit - Go to candidate profile -> click submit to job order - > click company -> type company name
Move through process - go to candidate profile or job order -> go to submitted tab -> click ticket (update status)
How do you duplicate the template job description?
Go to CRM -> click job orders -> in status column, delete Open and type Template -> Click template created by Maggie -> click copy button on top right of screen -> Fill in company information and rest of the job order accordingly