Adding Consultants from Incoming Emails:
You can add a Consultant with couple of
clicks.
- Select the EMail, and then click Add to Button
(cBizbar) and then
select Add to Consultants.
- 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.
- 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.