Working with Contacts
Introduction
Contacts are people who are part of your client organizations through whom you communicate regarding recruitment opportunities.
Availability
Profile Permission Required: Access to the Contacts Tab that includes View, Create, Edit, Share and Delete permissions.Contacts Home Page
Click on the Contacts module to view the Contacts Home Page and perform the following operations:
- The records are displayed in List Views. Define your own Custom Views as per your requirements. Some system defined list views are already available, such as My Contacts, New This Week, New Last Week, Unread Contacts, etc.
- Mass delete the records by selecting the check boxes corresponding to the records and clicking on the Delete button.
- Mass email the contacts by selecting the check boxes corresponding to the records and clicking on the Send Mail button.
- Use the Contact Tools option to perform some common operations to manage contacts. For example, mass transfer, mass delete, export contacts, etc.
- Search records by alphabet, by information, or by criteria.
- Filter contacts based on priorities using the advanced filters.
- Print the contacts along with the necessary details.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Working with Drafts
The Save as Draft feature in Zoho Recruit is a powerful tool that can help you save time and safeguard your work, especially when interruptions occur. It allows you to save records with minimal information, and automatically drafts the records every ...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 ...Synchronizing Google App Contacts
Keeping your contacts up to date in both Zoho Recruit and Google Contacts is now easy with the Contacts Synchronization feature. It helps you configure one-way or two-way sync schedules that will automatically sync contact details. You can also ...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, ...Converting Candidates into Contacts
Zoho Recruit gives you the option to convert a candidate record into a contact record and vice versa. Single Conversion Click on the Candidate tab. In the Candidate list page, click on the candidate you desire to convert into a contact record. In ...
New to Zoho LandingPage?
Zoho LandingPage Resources