You can Add contacts freely among folders and jobs in different ways. Below are the styles
Adding Contacts to a Folder or Job
Go into the Contacts section and select the contact(s) you wish to move. In our example, I selected two contacts.
To add them to a folder, go to the Actions drop down and select Add to Job
You will be taken to a job view with all of your open jobs. Select the job you want and select Finish in the upper right-hand corner. The selected candidates will be Added to that job.
If you wish to ADD contacts to a folder, select the contacts as we showed before. Then select the Add to Folder button in the upper right.
This will open a window where you can create a new folder and name it or select an existing folder using type ahead. In our example, I want to use an existing folder so I typed in 'Mark' and two of my folders popped up. I will select one of them and then select Move. The candidates selected will be added to this folder.
Adding Contacts from one Folder to Another Folder or to a Job
Go to the folder where the contacts are located. Once you select a contact, the ability to add them elsewhere will appear in the Action pull-down menu. You can add to another folder or add to another job.
You will get prompts similar to what we covered above and then the selected contacts will be added appropriately. They will still remain in the original folder as well. In the job, they will appear as a lead.
Adding Contacts from One Job to Another Job or Folder
Similar to the above guidance, go to the job and select the contact(s) you wish to move. In the Actions pull-down, you have the ability to Add to Folder or Add to Job. The prompts will be similar to those in other processes. Follow them and the contact(s) will be added to the desired location.
