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
- Click on Account & Settings
- Click on Table Editor
- Click the Misc dropdown
- Select Source
- Add a Source name to the New Item field
- 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.
- Go to a Talent's record
- Click on the Tags tab
- Go to the Applicant Source field
- Select an option
- Click on the Plus icon (+)
Add when creating a new Talent record
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