Capture any information about Lead like communication, key points, summary etc.
Written by Shruti Patel
The user may be required to deal with many Leads in their day-to-day recruitment process. Remembering some lead's specific points may be difficult for a long time. Taking notes lets you highlight key points and the details that might otherwise be forgotten.
You may generate, store, view, and share notes in the system. Many options are available to create notes for Leads and make them accessible at the required places, but all the areas are highly integrated to see updated notes. The Leads Screen is the central place to add notes specific to your perspective and clients.
Navigation Link: https://app.ismartrecruit.com/searchProspect
Step 1: Click the Notes icon on the Leads screen List View/Grid View.
Grid View
List View
Step 2: Now to add Notes Click on the Notes icon available in List OR Grid View.
Step 3: Clicking the Notes icon will open the Add Note Form. Start by selecting the Note Type, which will be selected General by default. You can choose a different type from the dropdown list or add a new one by clicking the "+" icon.
Step 4: Select the Contact person from the dropdown to record the note for a particular Contact person.
Step 5: Enter the note details in the available text area as per your preference.
Step 6: Click on the "Save" button to save notes.
To read the notes, you can hover/place the mouse pointer on the highlighted note icon in the Grid View and the List View. You can also view the notes within the Leads information on opening a particular Lead.
Grid view (view notes)
List View (View Notes)
Lead View dialogue box
You can view notes in the Lead view dialogue box by hovering or placing the mouse over the Notes icon at the top.
If a note is added for the Lead, you will see the notes icon in blue colour. Click on the Lead Name to view the Notes section on the right-hand side of the panel. You will see a pencil icon when you hover your mouse over it. Click on the pencil icon of the respective note to edit it.
If a note is added for the Lead, you will see the notes icon in blue colour. Click on the Lead Name to see the Notes section on the right-hand side of the panel. On mouse hover, you can see a Delete icon. Click on the Delete icon of the respective note to remove it.
Note: You might see a blue/grey note icon in the grid and list views. If the note icon is grey, it means no note has been added, and if it is blue, it means the note has already been added.
