Record the summary of calls into the system with the help of Call History option.
Written by Shruti Patel
The recruiter deals with many Leads daily. It may be challenging to track all verbal conversations with specific Leads. Keeping conversation history will help the recruiter synchronize the process with other recruiters.
You can store the conversations with the Lead under the Call History feature.
Click on the "Leads" Module from the left-hand side menu options, and the Leads Screen will appear.
Navigation Link: https://app.ismartrecruit.com/searchProspect
Click on the lead's name, and the Lead View Dialogue will appear. Then click on the "Call history" tab.
Click on the plus (+) icon to add the Call History.
Add contact person details and remarks to record essential conversation points that may help for further reference. Click on the "Save" button to store the conversation.
Click on the plus icon in the header section and select the "Add Call History" option from the menu.
Navigation Link: https://app.ismartrecruit.com/dashboard
The “Add Call History” screen will appear where you can all details regarding whose call summary is getting recorded (Candidate, Client or Lead) and record the summary of the call.
Click on the plus icon in the header section and select the "Add Call History" option from the menu.
The "Add Call History" screen will appear, where you can enter all the details regarding whose call summary is being recorded (Candidate, Client, or Lead) and record the summary of the call.
Click on the X icon to delete the call history.
