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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