Welcome to the Oorwin Knowledge Base

Navigation  Recruit → Jobs → Select Job → Resume Harvesting  Or Recruit...

Candidate Actions from Job Pipeline Navigation Recruit → Jobs → Select Job...

You can perform various Submission actions directly from the Submissions module using...

Navigation Recruit → Jobs → Select Job → Submissions → Candidate →...

Schedule Interview from Interviews Module  Navigation  Recruit → Interviews → Schedule Interview ...

Create Submission  Navigation  Recruit → Submissions → Create Submission  Steps  Manage Submission...

Bulk actions allow you to perform actions on multiple candidates at once. ...

You can create candidates in Oorwin in multiple ways, either from the Candidates...

Add Candidate to a Job  You can add candidates to a job...

Job Profile Sidebar Tools  These Job profile tools appear inside the job...

Jobs represent open hiring positions created manually or from approved requisitions.  To Create Job...

The ATS module manages the hiring lifecycle from requisition creation to candidate...

Lead forms help you capture leads directly through forms.  Navigation Sales →...

To create a list:  Before creating a campaign, you must create a...

You can perform actions on multiple leads or opportunities at the same...

Create an Opportunity  You can create opportunities directly from the Opportunities module. ...

You can connect to your calendar, social media accounts, and plugins from your profile...

View Contact Profile  Navigation  General → Contacts → Select Contact  Steps  Create...

Navigation  General → Contacts → Add Contact  Steps 

View Lead Details  Navigation  Sales → Leads → Select Lead  Steps  Create Notes for...

Navigation  Sales → Leads → Add Lead  Steps 

Navigation  Dashboard → Custom Dashboards → Create New Dashboard  Steps 

Navigation  Dashboard → Widgets  Steps  Notes  New widgets cannot be created. Only...

Oorwin allows users to search LinkedIn profiles directly from the ATS and...

Users can share a job with an account contact directly from the...

You can export account records as Excel or CSV files to your...

You can filter accounts using different search criteria such as Name, Type,...

Create an Opportunity from the Account Page: Opportunities can be created directly...

Users can create notes for an account in multiple ways. The method...

Oorwin allows you to create multiple accounts at once using the Excel...

Tasks in Oorwin allow you to assign work to specific modules, track...

Creating job requirement from the account page, which will be tagged to...

Creating Leads: User can create a lead from account page which will...

You can create a folder and add similar accounts to it for...

The Accounts module can hold multiple types of documents related to a...

If you want to add a contact tagged to a particular account,...

If you want to add a contact and tag to a particular...

If you find duplicate accounts in Oorwin, you can merge duplicate accounts...

You can check all the actions that everyone has done on the account as...

If you have any business-related issues with a particular account, you can...

Archive an account to safely store inactive records in the archive tab,...

Follow the below steps to edit and update an account:

The Accounts module in Oorwin is where you manage companies (clients, prospects,...

Approvals is a place where you can configure multiple set of approvals with different...