In Crelate, you'll have several easy ways to both add contacts as well as remove them from a job.
Removing a contact from a job will also remove their association with the job pipeline, making them no longer visible in that pipeline.
You can also use the Chrome Extension or API for managing contact-job associations efficiently. These tools expand your options beyond the basic user interface.
Removing a Contact from a Job
The first is to navigate to that contact's record and select the status drop down on the job you'd like to remove them from. The very last option will be 'remove.'
Be cautious when performing bulk removals, as this action will remove all selected contacts from the job pipeline.
Next, from within the job dashboard, you may drag and drop them to the 'remove' option. This will most likely display towards the bottom of your screen when starting to drag that candidate down. This may be done in bulk.
Adding a Contact to a Job
To add, you may use the plus sign next to any workflow stage to have the ability to import recent contacts, find a specific candidate, or import resumes.
Additionally, the Chrome Extension allows users to add candidates directly when importing from LinkedIn, streamlining the process.
You may also do this from the contacts record by select the Add To option on top of the page.
This aligns with the Chrome Extension's capability to add contacts using its "Add To" option during LinkedIn imports.
