How do I keep track of referrals?

Adding referral information to a candidate

  • Add the tag "Referral" to the candidate. 
  • Complete the form that appears.
  • Some information you provide will be previewed on the summary, in the Source field.
  • Click on the Source field preview to see the full referral information.

Viewing, editing and deleting referral information

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

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