Introduction

Users can edit and view Statuses assigned to Company Records!

This guide will show you some useful features to help you view and edit Statuses, Kinds and User Details on the Ready Recruit Product!

Viewing and Editing Statuses, Kinds and User Details

Navigate to the Company Record

The Status and User Details are shown just below the Companies name with the following info

Status  - Active, applied, cancelled, completed, declined, inactive, not suitable, placed referred etc.

Prospect Status - The Prospect Status of this Company

Kind - If a Company Kind has been created in the admin dashboard, the user will be able to apply this here

Officer - The Officer assigned to this Company

Internal Source - Internal Source assigned to this Company

Sales Consultant - Sales Consultant assigned to this Company

To edit any of these Statuses, click the Edit icon next to the Status (In this example we will change the Company Status and Prospect Status)

The Update Statuses modal will appear with the following fields

Status- The status you wish to apply to the Company

Prospect Status- The Sub status you wish to apply to the Company (created in the admin dashboard)

Once the relevant information has been changed, click

The Status and Prospect status will now be updated!