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How do I send candidate resumes to the client?

You can send the candidate profile to your clients using the "Forward to Client" option. In Zoho Recruit, you can send resumes in two ways:

  • Send resumes as attachments: This option allows you to send the complete profile as an attachment. (or)
  • Send only specific information: This option allows you to send only information that are required for the clients like candidate name, skill set etc.,. It also helps you to avoid sending the candidate contact details to your clients.

To send resumes as attachments:

  1. Go to the Candidate's profile page
  2. Click on Forward to client link present in the right-panel
  3. In the Forwarding to the client dialog-box, do the following:
    • Select a client to whom you want to send the profile.
    • Choose the required contact Email ID from the list. You can also choose to send the resume to multiple contact ID's for the same client.
    • By default, sender Email ID is displayed in From field.You can also CC or BCC the profiles.
    • Specify the subject of the Email in the subject field.
    • Select the Email template to be used from the pick list, if any. (or)
    • Enter your mail content in the text-box
    • Tick the checkbox Add attachments to send resume as an attachment.
      Note: You can also attach files from your desktop by clicking Attach additional file
    • Click on Send.
      The selected profile will be sent as an attachment.

To send specific information to clients:

  1. Go to the candidate's profile page
  2. Click on Forward to client link present in the right-panel
  3. In the Forwarding to the client dialog-box, do the following:
    • Select a client to whom you want to send the profile.
    • Choose the required contact Email ID from the list. You can also choose to send the resume to multiple contact ID's for the same client.
    • By default, sender Email ID is displayed in the From field.You can also CC or BCC the profiles.
    • Specify the subject of the Email in the subject field.
    • Select the Email template to be used from the pick list (if any).
    • Choose the Zoho Recruit fields from the pick list and click on Add.
    • Enter the mail content in the text-box.
    • Click on Send.
      The selected information of the candidates will be sent to the client.

 

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