Managing Recruits

The following pages contain information about managing Recruits:

• Import Recruits
• Transfer Existing Recruits Records into the Import Recruits Template
• Export Recruits
• Search Recruits
• Filter Recruits
• Create Smartviews for Recruits
• Sort Columns in Recruits
• Customize Columns in Recruits
• Add a Recruit
• View or Edit Recruit Details
• Add an Activity
• Add a Note
• Add an Appointment
• Add a Recruit to a SmartPlan
• Unsubscribe a Recruit from a SmartPlan
• Tasks within Recruits
  • View Checklist Task Details
  • View Custom Task Details
  • Filter Tasks
  • Mark Task as Complete
  • Mark Task as Incomplete
  • Add a Note
  • Edit a Custom Task
  • Reassign Task
  • Reschedule Task
  • Archive a Custom Task
  • Delete a Task
• Add Recruit to Pipeline
• Change the Recruit’s Phase or Stage
• Manage a Recruit’s Checklist
• Add or Edit an Assignee for a Recruit
• Remove Recruit from Pipeline
• Archive a Recruit
• Bulk Actions
  • Add a SmartPlan to Multiple Recruits
  • Add Tags to Multiple Recruits
  • Add a Note to Multiple Recruits
  • Add a Task to Multiple Recruits
  • Add Multiple Recruits to Pipeline
  • Archive Multiple Recruits
  • Assign Multiple Recruits to a Market Center
• BrokerMetrics®
  • Create a BrokerMetrics® Account
  • Connect to BrokerMetrics®
  • Disconnect BrokerMetrics®
  • Link Recruit to BrokerMetrics®
  • Manage Recruit Link to BrokerMetrics®