Settings

In the below videos we will cover updating and making changes to your firm settings including:

  • Project Visibility Defaults: Candidate data and fields that default to visible for a client within a project.
  • Firm-Wide Gong Report Settings: Enable or disable firm-wide Gong Reports, choose what information is included and who receives the search closeout report.
  • Workflows: Create, edit and update workflows triggered by actions around candidates or projects. Automate and prompt users with reminders, activities and events based on time in a status. 
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