How to link a Contact to Candidate?

Follow the steps below to either link an existing candidate or create a new candidate and link the record.

Click on the contact action menu to bring up options:


Add as a candidate: Window will open, where you can fill all the details and click save. Record will appear in contact and candidate view.


Link to a candidate: If you already have candidate and Contact record you can link the 2 records.

Type 2 or 3 letters to search the candidate record you wish to link and save



Once the Contact and Candidate linked, you can view correspondence/activity on the Contact view as well as the Candidate View.

Candidate click through label will appear on the Contact record.


Contact click through label will appear on the Candidate record.
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