Add a lead or recruitment source

Owned by Oksana Vishchuk
Last updated: Apr 18, 2024 by Damian Rozmiarkowski
1 min read

  1. Go to the Configuration menu → System Values: Advanced → Lead / Recruitment Sources.

    Lead.png

  2. Click the Add button on top of the Lead / Recruitment Sources table. You will be directed to the Add Language page.

    LRS2.png

  3. In the Name field, provide the name of the new source.

  4. Decide whether this source should be Active and thus selectable.

  5. Decide whether this source should be marked as a Preferred Item and thus appear on top of the drop-down lists.

  6. Decide whether this source should be a Default one.

  7. Decide whether this source should be Applicable to Vendors and/or Clients.

  8. Click the Save button.

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