Keep CRM activity relevant to an authorized candidate and workspace.
- Open Talent CRM, select the workspace/pool and the intended candidate.
- Review the current notes, tags, stage and activity history.
- Use the member controls to update permitted notes or add a meaningful tag.
- Under Add activity, choose the offered type and enter a clear subject/details.
- Set a due date, priority and authorized assignee if needed, then save.
- Review the saved activity and use the offered status/completion controls as work progresses.
Recording an Email or Call activity is not proof that an external email was delivered or a call occurred. Pool visibility and your role control who can see this information. Avoid unnecessary sensitive personal data.