What this gets you
- Context from calls and interviews isn’t lost, and the whole team can see it.
- Notes are searchable later, so they help you rediscover people.
- You choose whether a note stays internal or is shared with your client.
Steps
- Open the contact’s profile.
- Add a note and choose its note type.
- Keep the note internal, or share it with your client through the Client Portal.
- Save. Notes keep the order of their creation date.
Tips
- You can search notes later. See How to search and filter contacts by recruiter notes.
Ideas to get more from it
- Write notes with the words you’d search for later, such as relocating or notice period.
- Share only the notes that help a client decide, and keep the rest internal.