Recruitment CRM: Update Bios Information on a Prospect Record

Information that shows in the Bio field within CRM often comes from external sources. Sometimes you will be interacting with a Prospect and new information is available that you may wish to update right away.

This article will show you how to manually access and update Bio data on a Prospect record. Internal business processes may differ regarding preferences of how and when to manually add information into CRM.

Updating Bios Information on a Prospect Record

If Needed Navigate to the Prospect Record

  1. Click on the Prospects Tab from your homepage if showing in your default tabs or click on the All Tabs (+) button and select Prospects from the list.
  2. At Prospects Home find the Prospect that needs the Bio edited from the list of Recent Prospects or by searching the appropriate dropdown selection in the View: menu and clicking Go!
    The Prospects Home Tab with the View menu highlighted and the location of a Prospect Reference highlighted
  3. When the appropriate Prospect is visible, click on the Prospect Reference in the list to bring up the Prospect record.

Update Bios Information

  1. There are two ways to get to Bios information from the Prospect record:
    • At the top of the Prospect record you can hover over the text for Bios. This will show any current Bios records and Edit can be clicked.
      Bios at the top of a Prospect record with Edit showing in the Action column of the Bios window
    • Underneath the Prospect Detail section of the Prospect record there is a section titled Bios. This is where Edit action is able to be clicked
      The Edit button in the Action column of the Bios section of a Prospect record
  2. Clicking on Edit from either location brings you to the Bio Edit screen where you are able to update the Bio information.
  3. Once all desired fields have been manipulated, click on Save at either the top or bottom of the Bio Edit screen to save changes.
    The Save buttons on Bio Edit

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