How do I keep track of referrals?

Adding referral information to a candidate

  1. Add the tag "Referral" to the candidate.
  2. Complete the form that appears.

Some information you provide will be previewed on the summary, in the Source field. You can click on the Source field preview to see the full referral information.

Viewing, editing and deleting referral information

  1. Access the referral information card by scrolling to the feedback portion of the candidate's profile
  2. Click on the Referral preview on the summary for a shortcut. Or, click on the details icon in the referral tag.
  3. Click on "Edit" or "Delete" buttons to make desired changes.

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