The applicant record
Call, text, email, read their answers, and check their history
Open any applicant to work them. Everything you need is on the record.
Call, text, or email them
- Open the applicant and stay on Actions.
- Click Call, Text, or Email. It opens on your phone or in your mail app.
Every attempt is logged against the applicant automatically. If Call or Text is greyed out, there's no phone number on the record; the same goes for Email and their email address.
Read their questionnaire answers
Click Questionnaire to see every question and what they answered. Do this before you dial. You'll know what they do now, what they earn, and what they're looking for before you say a word.
If they haven't filled one out, this is empty.
Check what's already happened
Click Activity for the full history: every status change, every outreach attempt, every interview and how it went, every automation that ran, and who did each thing.
Check this first when you pick up someone else's applicant, so you don't repeat a call they've already had.
Check for problems
The top of the record flags anything unusual:
| Flag | What it means |
|---|---|
| An automation badge | An automation is working them right now |
| Duplicate | They may already be in the CRM. Resolve it before working them |
| On Hold | They're paused |
| No TCPA consent | They did not consent to automated texting |