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How to manage source of inquiry and applicant status

This article looks at:

  1. How to manage the source of inquiry
  2. How to manage an Applicant’s status (Enterprise only)

1. How to manage the source of inquiry

To manage and display the source of inquiry go to Applicants>More>Preferences>Manage Source

 

 

 

 

 

Edit an applicant’s source of inquiry

Go to Applicant>Edit>Source

 

 

 

2. How to manage the applicant status (Enterprise only)

This feature for Enterprise only allows large clients to apply their own statuses alongside or in replacement of the default ones.

The default ones provided include:

  1. Active
  2. Inactive
  3. Tenants

Go to Applicant>More>Preferences>Applicant Status

 

Add an applicant status

 

 

Add the status. Tick if this status is the default incoming status

 

View all statuses created

 

View the list on the Index page

 

 

 

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