It is possible for a Candidate to be a Contact or vice versa
As example are we going to add Candidate Jan Jansen as Contact to the company Acme:
- Open the file of the Candidate, in this case Jan Jansen
- Click [+Contact]
The following message appears: "This candidate is not yet a contact person. Are you sure you want to create contact person information for this candidate?"
- Click [OK]
The Candidate is now also a Contact.
- Click [Link]
- Choose 'Find a company'
- Select the Company, in this case Acme, and click 'Finish'
Points of attention and tips
Contact already exists; It is possible that there is already a Contact Jan Jansen at Acme. You can merge these Contacts and the result will be one Contact.