It is possible for a candidate to be a contact, or vice versa
As example are we going to add candidate Jan Jansen as contact to the company Acme:
- Log in
- Open the file of the candidate, in this case Jan Jansen
- Click 'Contacts' (image 1)
The following message appears: "This candidate is not yet a contact person. Are you sure you want to create contact person information for this candidate?"
- Click 'OK'
The candidate is now also a contact.
- Click 'Link'
- Choose 'Find a company'
- Select the company, in this case Acme, and click 'Finish'
Points of attention and tips
Contact already exist; It is possible that there is already a contact Jan Jansen at Acme. You can merge these contacts; the result will be one contact.