Set up a call reminder for Lead so you never miss the call.
Written by Shruti Patel
The recruiter has to interact with many Leads in their day to the day recruitment process. It may become difficult to keep track of all status of communication with all Leads. Setting such call reminders will help the recruiter make the process smoother.
In the system, you can set Call Reminders for the Lead. There are multiple places in the system where you can access this feature.
Click on the "Leads" module on the left side menu and the Leads Screen will be displayed.
Navigation Link: https://app.ismartrecruit.com/searchProspect
Lead Grid View
Lead List View
You can also use the More Action menu by clicking the three dots icon on the right-hand side and choosing Add Call Reminder.
Click on the name of the Lead to open the Lead profile. Click on the Phone icon available on top to set up a call reminder.
On clicking the Add Call Reminder icons from any of the above places, a popup window to capture the details of the reminder will appear. Add the date and time for the reminder and the message that you wish to see along with the reminder, and click on Save.
You can Add a Call reminder directly from the Calendar as well. Click on the date for which you wish to set the reminder and choose the option of Add Call Reminder.
Navigation Link: https://app.ismartrecruit.com/schedule
Select the option for whom you wish to add the reminder, Candidate, Client or Lead.
Type in the name of the required Candidate, Client or Lead, and the system will suggest a suitable profile in the dropdown.
Select the required profile and add details of the reminder, like the Date and Time and the message to state the purpose of the reminder in the details and click on "Save".
You can edit an existing call reminder, by simply clicking on the icon again and editing details in the form. Click on Save again and the reminder will be set as per new details.
Click on the added call reminder from the icon and choose the option to mark it as completed.
To keep a record of all the verbal communications that you conduct with Candidates, Clients or Leads, you can use the feature of Adding Call History to the system.
Please refer to the below articles on Managing Call history inside various modules of the system.
Candidate Call History: https://help.ismartrecruit.com/candidate-management/candidate-call-history
Client Call History: https://help.ismartrecruit.com/client-management/client-call-history
Lead Call History: https://help.ismartrecruit.com/lead-management/lead-call-history
