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Activities |
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Activities connected to a position differsomewhat from normal CRM-activities.
1. You can see the position (but not the campaign or the project) 2. There is a process step 3. There is a next step
When you choose a contact you can do so among the applicants that are already connected to the position (in this example 3 contacts):
If the company field is filled out you may also choose among contacts from this company.
For the steps in the applicant process you can only choose among the steps that you have put into your process model. This ensures consistent structure in the information in your system.
The structure also suggests a next step in the case that your modell contains a next step and you have not already created a next step. In such a situation a small red reminder will appear.
Choose the the correct next step and click the checkmark.
Now you have created a new activity in the applicant's process and you have ensured that appropriate action will be taken within a reasonable amount of time. The activity will appear in your ToDo list, and if it is outdated it will be marked with bold. Further to this there is functionality that ensures that a candidate process is concluded with a step that does not let the candidate expect further from you.
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