Set up Source (Table Editor)

Create and edit the sources which can be assigned to applicants, contacts and companies.

Create a new Source

This is listed on:

  • Talent Record > Tags tab > Applicant Source field
  • Company Record > Tags tab > Company Sources field
  • Contact Records > Tags tab > Contact Sources field

 

  1. Click on Account & Settings
  2. Click on Table Editor



  3. Click the Misc dropdown
  4. Select Source
  5. Add a Source name to the New Item field
  6. Click on the Add button

 

Example of new Source

This is listed on the Talent Record > Tags tab > Applicant Source field.

When creating a new Talent, the new option will be available in the Applicant Source field.

  1. Go to a Talent's record
  2. Click on the Tags tab
  3. Go to the Applicant Source field
  4. Select an option
  5. Click on the Plus icon (+)

Talent - Tags - Applicant Source.gif

 

 

Add when creating a new Talent record

Talent - Create New - Applicant Source field.gif

 

 

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