Views:

You can Quick Create an Activity from anywhere within Hotlist.

Click the + in the Hotlist Menu and select Activities.

 

You will see a list of Activities available to create.

Complete the relevant information, depending on which Activity you are creating.

Ensure the Regarding field is completed, in order to link the Activity to the relevant record, if you wish the Activity to appear on :-

O   The Applicant Timeline – insert the Applicant information

O   The Vacancy Timeline – insert the Vacancy information

O   The Contact Timeline – insert the Contact information 

 

Click Save and Close once you have completed the relevant information.