Adding Company, Contact or Candidate Records

Instructions

To add a Company, Contact or Candidate record, please follow these steps

Manually Add

  1. Open whichever table you want to create a record for (Companies, Contacts, Candidates, Jobs)
  2. Click on the ‘New’ dropdown on the top
  3. Select 'Manually Add' (Type in the details) 
  4. Fill out the fields desired on the new record form
  5. Click on ‘Save & Close’ to save and close the record
GrabIT

  1. Open whichever table you want to create a record for (Companies, Contacts, Candidates)
  2. Highlight and copy a record for (Company or Contact or Candidate)
  3. Click on the ‘New’ Icon on the top
  4. Select 'GrabIT' (Parse from Clipboard) 
  5. Exelare will automatically parse the information from he clipboard
  6. Follow the self explanatory on screen prompts and click "Next" on each screen and 'Finish' in the end.
Candidates only - Upload (Parse from Resume File)

  1. Click on the ‘New’ Icon on the top
  2. Select 'Upload' (Parse from Resume File)
  3. Locate the resume file you want to upload and click 'Open'
  4. Follow the on screen prompts to parse the resume, check for duplicates, and link the candidate as ‘Potential’ or ‘Received’ for any of your open jobs
  5. Click ‘Finish'

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