For any sales person, a typical day at work is loaded with tasks. It could be the field work to visit a prospect for a demo, or the task to call up a prospect to discuss a deal, or to follow-up with customers after their visits to your website. There ...
You can customize your view based on specific criteria. Feature Availability: Express, Premium, and Enterprise plans. Click on the current view and select Create Custom View. Set up the desired criteria to create the custom view. You can click to ...
Customize the work items based on specific criteria and save these work items across different views. You can access custom views only if you are on the Professional plan. All the users in the team can access custom views irrespective of their ...
Save custom views You can now save your filter selection to an existing custom view or save it as a new custom view. To do this, first select your filters: Select the required custom view. Click . Choose the required filter options and select Find. ...
An important aspect in Recruit is to keep track of all the tasks, meetings, calls, events, or activity records.You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre recruitment and post ...