Tutorial Video: Mapping Out Your Process Through Statuses, Checklists and Types

This video goes over how to plan out and set up your candidate and client process through statuses, checklists and types.

This video goes over how to plan out and set up your candidate and client process through statuses, checklists and types. These help you keep track of where users are in your process, what steps you have taken or still need to take for them, and to classify who they are and what they are looking for. Statuses and types also play a key role in triggering emails, and controlling the visibility of documents and other information in the user's profiles.