Market Candidate

Use these instructions to email the candidate’s resume to a specific contact.

1. Select Market Candidate from the Calls and Emails menu in the Activities drop-list.
2. The Market Candidate workflow will open in a new window. While updating the form notice that fields marked in red are required to complete the workflow; and that by clicking on the buttons to the right of certain fields, a new window will open, allowing you to search and select options related to that specific field.

3. Click Confirm to complete the workflow.

   

4. After the Market Candidate workflow closes an email will open displaying the text from the Qualified Candidate template; edit the email as necessary and click send.

   The outlook signature is merged into the email body.

   

5. Verify the Market Candidate entry is posted to the journal. The activity details will be saved and will be available for reporting purpose.