Have you answered a call from a Candidate or a Contact and need to leave a message for your colleague? Would you like to use Adapt to record this?
From the Candidate or Contact record use the Activities menu and select ‘General’ then ‘Leave Message’.
The ‘Leave Message’ box will pop up. Search for your colleague by using the magnifying glass alongside the ‘For’ field. Select the ‘Action’ required, leave any notes as necessary then ‘Confirm’.
A task will be created for your colleague and a reminder alarm will pop up on their system.