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Overview | Contents

Adding Consultants from Incoming Emails:

You can add a Consultant with couple of clicks.

  1. Select the EMail, and then click Add to Button (cBizbar) and then select Add to Consultants.
  2. Extracts all the skills matching the Primary skills of the consultants in the LookUp Values. Also extracts Name, Phone Numbers, Email and Mailing address from the resume.
  3. Consultant window shows up all the extracted information, make any necessary changes  and click on Save and Close.

Note:  If the incoming mail has an attachment it will extract all the information from it or from the body of an Email and attaches the email body to the notes field of the consultants.