Available for | User roles | Users with Candidate Access |
Packages | Select Lever packages |
Adding referral information to a candidate
- Go to the "..." on the opportunity
- Click "Add form"
- Select the referral form under "System forms"
- Complete the form that appears
Viewing, editing and deleting referral information
- Access the referral information card by clicking on the Forms section of the candidate's opportunity.
- Click on the Referral preview on the summary for a shortcut.
- Click on the ellipses icon to Edit, Delete, or mark the referral as secret.