Adding and Viewing Notes on a Candidate's Profile
You can leave notes and comments on a candidate's profile page and tag teammates with @ mentions.
Adding or Viewing Candidate's Notes on the Teamable Chrome Extension
Step 1. Select the Teamable Chrome Extension on the candidate's LinkedIn page.
Step 2. Select the CRM tab.
Step 3. Add or view the Notes section on the CRM tab of the Extension.
Viewing Notes in a Candidate's Profile on the Teamable App
Step 1. Find the candidate you would like to add a note to.
There are two ways to view the candidate's notes.
Step 2a. Select the "More actions" dropdown and then the "Note" icon on the Candidate Profile Card for a pop-up with the candidate's notes will appear.
Step 2b. Select the candidate's name to open their Candidate Profile Card and select the CRM tab on the top bar of the menu.
Step 2b-2. You will see the Notes section at the top of the page.
Mentioning a Teammate in Notes
Step 1. In the Notes text box, type "@" along with your teammate's name. You can even @ mention yourself.
Step 2. Type any comments you want.
Step 3. Select "Add".
Step 4. Your teammate will receive an email addressed from you (Teamable) with your notes.
They can click on the link in the email to open up the Candidate's Profile Card for additional information.
Deleting Notes in a Candidate's Profile
You can only delete your own notes. If you want to delete your teammate's notes, they will have to delete it on their account.
Step 1. Find and select the candidate's name to open their Candidate Profile Card.
Step 2. Select the CRM tab on the top bar of the menu.
Step 3. You will see the Notes section at the top of the page. Find the note you want to delete.
Step 4. Select the trash can icon on the right-side of the note to delete and remove the comment. Please note that there is no confirmation menu and the comment will be removed permanently.