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 and select the candidate's name to open their Candidate Profile Card.

There are two ways to view the candidate's notes.
Step 2a.
Select the "Note" icon on the Candidate Profile Card for a pop-up with the candidate's notes will appear.

OR

Step 2b. 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.


Did this answer your question? Thanks for the feedback! There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us