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, select Add to Folder
The Add to Folder window will open where you can create a new folder or use an existing folder for the contacts selected.
Filling this out and selecting Add will move the contacts to the folder.
In a similar way, you can select Add to Job to move selected contacts to a job.
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 Reposition the selected candidates. The prompts will be similar to those in other processes. Follow them and the contact(s) will be added to the desired job.
