How do I send a onboarding form to an existing candidate on CentricFlow
Please follow the steps below, or watch the video to follow the steps;
- Login to CentricFlow.
- Select Candidates > List Candidates form the menu.
- Select the candidate from the list of candidates to open their profile.
- Locate the email address field and click on the icon next to this and select Send Registration Email.
- Complete the details within the popup window, selecting which consultant is sending this, which onboarding form and then click Send.
Video of the steps
Will this create duplicate candidates?
No, we have designed this so you can add send this to an existing candidate, which will allow for their existing information to be updated.
Additional Support
For any additional support or queries, please raise a ticket with our Customer Success Team on support@centricflow.co.uk or using the help button on the CRM.