Adding Meeting Notes:
You can add meeting notes either from the Activity section or the Calendar Events section. These notes can be associated with various events such as Calls, Meetings, or Interviews.
From the "Activity" Section:
Navigate to the "Activity" section of your preferred record (Lead/Contact/Candidate).
Locate the meeting you want to add notes to.
Under the "Meeting Notes" section, click on "+Add Meeting Note" to enter your notes.
From the "Calendar" section:
Locate and select the desired event in the "Calendar" section of Recruitly.
Click on "Edit."
Under the "Meeting Notes" section, click on "+Add Meeting" to add your notes.
Setting Up Reminder Emails:
To ensure you don’t forget to add meeting notes, you can enable reminder emails. These emails will be sent based on the event's end date and time.
Steps to Enable Reminder Emails:
Click on your user icon and go to the My Profile section.
Scroll down to the "Notifications" section.
Toggle ON the "Calendar event meeting notes reminder email" option.
