Lead Call Reminder

Call Reminder

The Manager/Recruiter has to deal with many Leads in their day to the day recruitment process. It may be difficult to keep in mind to communicate with specific Leads on call for one or another reason. The habit of setting such call reminders will help the recruiter to make the process on time and smooth. 

In the system, you can set Call Reminders for the Lead. To set the Call Reminders for Leads there are a couple of distinct ways available. One from Leads Screen and another is Calender.

 

Add Call Reminder (Lead Specific)

Click on the ‘Leads’ from the left-hand side menu and the ‘Leads’ Screen will be displayed.

Navigation Link: https://app.ismartrecruit.com/searchProspect

 

 


 

 

Click on the bell icon to set-up the Call Reminder of the respective Lead. Also, you can use the More Action menu by clicking the three dots icon on the right side.

 

 


 

 

On the selection of option or click on the icon, you will get below screen to set Call Reminder. 

 

 


 

 

Select the date and time to set Call Reminder from date time picker control and insert a comment into the available text area that helps to recall the purpose of setting Call Reminder.

 

 


 

 

Click on the “Save” button to set the date. Call Reminder will be available on the scheduled day of Calendar. Once you save the Call Reminder, the Call Reminder icon color will be changed to orange.

 

Call Reminder notification will be shared on the system and also sent via email. To see the Call Reminder, just hover with your mouse on the highlighted bell icon on the screen.

 

 


 

 

Add Call Reminder (In General)

Click on the Calendar icon available on the header section and the Calendar screen will be displayed.

 

Navigation Link: https://app.ismartrecruit.com/schedule

 

 

 

 

Click on the day and select  “Add Call Reminder”.

 

 

 

 

Select the Lead option to create a Call reminder if it does not get selected by default.

Start inserting the name of the Lead in the textbox and the relevant name of the Lead will be listed below. Select the exact name from the list.

Insert the reminder message and select the date and time from the date picker control.

Click on the “Save” button to set Call Reminder.

 

 


 

 

Edit Call Reminder

Click on the respective Call Reminder available on the day and click on the “Update” button to update the Call Reminder detail if due you are not able to contact the Lead on Scheduled date/time with any of the reasons.

 

 

 

 

Remove Call Reminder

Click on the respective Call Reminder available on the day and click on the “Delete” button to delete the Call Reminder on completion of call or need.