Lead Notes

The recruiter has to deal with many Leads in their day to day recruitment process. It may be difficult to keep some Lead’s specific points in mind for a long time. In the case of more than one recruiter, it is also required to share these important points with other recruiters which may deal with the same Lead.

The habit of taking notes gives you the opportunity to highlight key points and details that might otherwise slip your mind, and you never know when these fragments of knowledge will come in handy.

In the system, you may generate, store, view, and share notes. To create the notes for Leads there are many options available to make it accessible for you at required places but all the places are highly integrated to see updated notes. Leads Screen is the main place to add notes.

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

 

 

 

Add Notes

Step 1: Click on Notes icon available on the Leads screen List View/Grid View

 

 

 

Step 2: Enter the Notes as per your preference in the available text area.

 

 

 

Step 3: Select the Contactperson from the drop-down, if you want to record the note for a particular  Contact person. 

 

 

 

Step 4: Click on “Save” button to save notes

 

 

View Notes

To read the notes, you can hover the mouse pointer on the highlighted note icon. 

 

 

Edit Notes

If the note is added for the Lead, you can see the notes icon in orange color. Click on the Lead Name and see Notes section in the right-side panel . on mouse hover you can see a pencil icon. Click on the Pencil icon of the respective note to edit.

 

 

Remove Notes

If the note is added for the Lead, you can see the notes icon in orange color. Click on the Lead Name and see Notes section in the right-side panel . on mouse hover you can see a Delete icon. Click on the Delete icon of the respective note to remove.

 

 

 

Note : In the system, the steps to add, read, edit, and remove notes will remain the same. Additionally, you can also find an option to create notes from the action menu of respective screens.