Adding an applicant

Add them under Resumes or Questionnaires depending on whether they've already answered the questionnaire. That's the stage they start in.

Got a list rather than one person? Upload it instead.

1. Go to Recruiting and open the Resumes or Questionnaires stage.
2. Click Add Resume (or Add Q-aire).
3. Fill in their name, phone, email, and state. Phone and email are checked for a valid format.
4. Pick where they came from: a source category, then the source within it. This is what tells you later how the person was met, so it's worth getting right.
5. Choose who they're assigned to. It defaults to you.
6. Save.

If they're already in the CRMCopy Anchor Link

They'll be created and flagged as a possible duplicate, and their actions stay locked until someone clears the flag. See duplicates.