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Optimize Recruit CRM for Efficiency

Pankaj Thapa checks in with Alex after onboarding, offering tips to enhance the use of Recruit CRM, including creating a saved view for active jobs and enabling email sync for scheduling interviews. Pankaj suggests a brief call or Loom recording for further assistance. Additionally, Pankaj expresses a desire for an AI feature in Recruit CRM to summarize candidate activities and recommend follow-up actions.

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pankajthapa735
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27 views1 page

Optimize Recruit CRM for Efficiency

Pankaj Thapa checks in with Alex after onboarding, offering tips to enhance the use of Recruit CRM, including creating a saved view for active jobs and enabling email sync for scheduling interviews. Pankaj suggests a brief call or Loom recording for further assistance. Additionally, Pankaj expresses a desire for an AI feature in Recruit CRM to summarize candidate activities and recommend follow-up actions.

Uploaded by

pankajthapa735
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© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Hi Alex,

I hope you’ve been doing great! It was wonderful onboarding you last week, and I just
wanted to check in to make sure everything’s running smoothly with Recruit CRM.

Here’s a quick tip that might make your work even easier: try using the Dashboard >
Filters option to create a saved view called “My Jobs — In Progress.” It instantly displays
all active jobs, interview counts, and candidates without recent activity, so you can plan
your day in seconds.

If scheduling interviews is taking too much time, enable email sync and use our calendar
invite templates — they help reduce the usual back-and-forth by almost half.

I’d be happy to jump on a short 10-minute call or record a quick Loom to help you set it up.
Would tomorrow afternoon work for you?

Best regards,
Pankaj Thapa
+91 74570 59225

If Recruit CRM had its own “AI buddy,” I’d love for it to summarize each candidate’s recent
activity, recommend next actions for follow-up, and even draft personalized outreach
messages. That would help recruiters save hours and never miss a great candidate.

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