Zoho Recruit | Converting Candidates into Contacts

Converting Candidates into Contacts

Zoho Recruit gives you the option to convert a candidate record into a contact record and vice versa.

Single Conversion

  1. Click on the Candidate tab.
  2. In the Candidate list page, click on the candidate you desire to convert into a contact record.
  3. In the Candidate Details page, click on the More Actions button and click on Convert as Contact.
  4. Select whether you want to Copy as Contact or Move to Contact.
  5. From the right panel, under the Quick Links section, click the Candidate Conversion Mapping link if you want to map the fields in the Candidate field with that of the Contact field.
  6. You may also copy notes, attachments, and activities to the new Contact.
  7. Click Convert.
Note:
When the Email Address Duplication Check is enabled you won't be able to convert a candidate record into a contact record and vice versa if the following conditions are true:
  1. The candidate is assigned to a User A and User B tries to convert it.
  2. User B is a subordinate to User A in the organization's hierarchy.
  3. The record itself has duplicates.

Mass Coversions

You can also perform bulk conversions of candidate records into contact records and vice versa.
 
To perform Mass Conversion of candidates to contacts:
  1. Click on the Candidates module in your home page.
  2. Click on the More Actions button and select Mass Convert.
  3. In the conversion page, choose if you'd like to Copy as Contacts or Move as Contacts.
  4. Select the candidate records that you would like to convert.
  5. If you would like to map the fields in the Candidate field with that of the Contact field, you can do so by clicking on the Conversion Mapping option on the top-right side of the page.
  6. Once you're done, click Convert.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                        Zoho Marketing Automation

                          Zoho Sheet Reources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              Zoho SalesIQ Resources



                                                  Zoho TeamInbox Resources



                                                          Zoho DataPrep Resources



                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW


                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now











                                                                                    • Related Articles

                                                                                    • Working with Candidates

                                                                                      Introduction Candidates play a very important role in an organization's Recruitment process. Sourcing candidates and managing them are the initial stages in the recruitment process. Candidates can be obtained through job boards, career website pages, ...
                                                                                    • Sending bulk SMS to Candidates and Contacts

                                                                                      In Zoho Recruit you can send bulk SMS to candidates, contacts and candidates associated with a job opening. To send bulk SMS to Candidates/Contacts: Click the Candidates or Contacts module. In the Candidates or Contacts home page, select the ...
                                                                                    • Creating Contacts

                                                                                      Methods In Zoho Recruit, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources. Importing contacts from external source: You can gather data through ...
                                                                                    • Privacy notice for candidates

                                                                                      Zoho Recruit allows you to compile the privacy notice for candidates who apply for jobs on your careers page. By default, we provide a privacy notice draft that you can use, edit, or completely change for your needs.  How to customize privacy notice ...
                                                                                    • Mass Invite Candidates

                                                                                      Note: To enable Mass Invite, Candidate Login has to be enabled under Career Site Integration. A maximum of 100 invites can be sent per day. Mass Invites are also notified in the Activity Log. Candidates can now be invited to your Career Site in two ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      Resources

                                                                                      Videos

                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                      eBooks

                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                      Webinars

                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                        Zoho Show Resources