You can easily add one or more Group labels for a Candidates or a Contacts and Companies.
These groups are used for example for mailings or searches.
Add to Group
Adding Candidates to the new group of "High Potentials":
- Go to the Candidate Overview
- Make a selection of the Candidates you want to add to the Group
- Click "Choose Action" and choose "Add to group"
- Choose the Group of choice, example : "High Potentials"
- Click [Add].
In each of the selected Candidates the group "High Potentials" is ticked off.
For Users is the bulk-option through 'Choose Action' not available.
Users can be added to a group by opening the file and selecting the desired group manually.
Read article: Create Group labels - Administrator Functionality
Keywords: UD-2662, group, label