SmartSearch Getting Started: Contacts

Category:

Hey SmartSearch user, this training module only covers the contact portion of SmartSearch. To get the full picture of how candidate, businesses, contacts, and jobs are related take the SmartSearch Foundations: Getting Started.

Below is the flow of the Getting Started course:

The candidate section will cover:

Entering a candidate
Working with a candidate
Communicating with candidates
Attaching a candidate to a job
and Hiring a candidate

The business section will cover:

Entering a business
Working with a business
and Looking up a business

The contact section will cover:

Entering a contact
Looking up a contact
Working with a contact
Communicating from contact records
and Organizing into folders

The job section will cover:

Entering a job
Looking up a job
Working with a job
Job templates
and Screening questions

Introduction

Contact Introduction

Contacts

Contact: Entering a Contact

Contacts: Looking Up a Contact

Contacts: Working with a Contact

Contacts: Communicating from Contact Records

Contacts: Organizing into Folders

Contact Quiz

4 questions

Congratulations! You’ve completed the course.

I have a new user and don't know where to start for their SmartSearch Training! Help?

You have come to the right training module. This new user training is perfect for those who are just starting out. This module covers all the SmartSearch basics of candidates, contacts, businesses, and jobs.

Ive completed the training and recieved my cerificate, I am having so much fun with the trainings... what module do I do next?!

Congratulations on your completion! Feel free to do any of the other trainings. The SmartSearch Client Success Team is working hard on creating more content.

Our newest training module is complete! Have your new SmartSearch users complete this training and earn their certificate.