RECRUITING CRM

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

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19 articles in this collection
Written by Minh Tong and Rakuna Support

1. Sourcing & Attraction

How do I add a single prospect?

Written by Minh Tong
Updated over a week ago

How to add multiple prospects?

Written by Minh Tong
Updated over a week ago

How to track your import progress?

For the purpose of file management, users can check the history and status of individual CSV file by following these steps:

Written by Minh Tong
Updated over a week ago

How to acquire new prospects from offline source

Written by Minh Tong
Updated over a week ago

2. Tracking & Management

How to edit prospects’ information?

Written by Minh Tong
Updated over a week ago

How to archive a prospect profile?

Written by Minh Tong
Updated over a week ago

How to create a new talent pool?

It is possible to create different talent pools to better classify and manage different candidates. Simply follow the steps:

Written by Minh Tong
Updated over a week ago

How to add existing prospects to a talent pool?

Written by Minh Tong
Updated over a week ago

How to archive talent pools?

Written by Minh Tong
Updated over a week ago

3. Email Engagement

How to start a new campaign?

Written by Minh Tong
Updated over a week ago

Email Touches Duplication

Want to use a customized email from a previous touch but hate to input everything again? You can now duplicate email with a single click!

Written by Rakuna Support
Updated over a week ago

How to view email campaign statistics?

Written by Minh Tong
Updated over a week ago

How to abort an email campaign?

Written by Minh Tong
Updated over a week ago

How to archive an email campaign?

Written by Minh Tong
Updated over a week ago

How to send/schedule bulk email messages to prospects?

Written by Minh Tong
Updated over a week ago

How to send/schedule 1-on-1 email messages to a prospect?

Written by Minh Tong
Updated over a week ago

4. Team Collaboration

What are the different roles for Rakuna Recruiting CRM?

Written by Minh Tong
Updated over a week ago

How to invite new users with the right permission?

Written by Minh Tong
Updated over a week ago

How to edit a user's roles & permissions?

Written by Minh Tong
Updated over a week ago