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RECRUITING CRM
RECRUITING CRM

Here you will find instructions for all CRM-related resources such as Sourcing, Tracking, and Managing your prospects.

MR
By Minh and 1 other2 authors22 articles

1. Sourcing & Attraction


How do I add a single prospect?
How to add multiple prospects?
How to track your import progress?
How to acquire new prospects from offline source

2. Tracking & Management


How to edit prospects’ information?
How to archive a prospect profile?
How to create a new talent pool?
How to add existing prospects to a talent pool?
How to archive talent pools?

3. Email Engagement


How to start a new campaign?
How to Duplicate an Email Campaign in Rakuna CRM
How to view the details of an email touch
Email Touches Duplication
How to view email campaign statistics?
How to abort an email campaign?
How to archive an email campaign?
How to send/schedule bulk email messages to prospects?
How to send/schedule 1-on-1 email messages to a prospect?
Modify Email Content and Recipients in an Active Email Campaign
How to Check the Email Status of Individual Recipients in a Sent Email Touch

4. Team Collaboration


How to invite new users with the right permission?
How to edit a user's roles & permissions?
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