Efficient Folder Management in a Shared Workspace

Accessing Folders

To efficiently navigate and manage folders in a shared workspace, follow these steps:

1. Access the Folders tab by clicking on it within the navigation bar.
2. Select a folder, for example, Thor's Folder 1, from the displayed range of personal folders.
3. Options available:
   • Export folder contents into an Excel file.
   • Share the folder with colleagues.
   • Archive the folder for subsequent access.

Engaging with Folders

Once you've selected a folder to work on, follow these steps:

1. Review the folder and its contents.
2. Access the timestamp associated with the folder.
3. Engage with and develop the folder further based on your needs.

Managing Profiles within Folders

Here's how you can manage profiles within folders:

1. Identify a folder, such as Noel's Folder 1, from the personal folders list.
2. Organized division within folders:
   • Email Campaign
   • Contact Info Availability
   • Shortlisted By
   • Experience Location
3. Accessing and managing profiles:
   • View and select Email Campaign.
   • Check Contact Info availability (Verified Phone, Unverified Phone, No Contact Available).
   • Summary of profiles in different categories.

Managing Recruitment Pipeline

Here's how you can manage your recruitment pipeline efficiently:

1. Access a comprehensive view of candidates in the pipeline.
2. Interact with prospects, job applicants, and interviewed candidates.
3. Utilize movement options like Phone Screen, Interview, Background Verification, etc.
4. Perform operations like sending emails, texting, cloning profiles, moving or deleting profiles.

Customizing Profiles and Data

Customize profiles and data according to your preferences:

1. Download data in XLS format for tailored selection.
2. Make adjustments to profiles as needed.
3. Access linked searches and view initiated campaigns.

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