OCW Logo

Documentation

Knowledge bases

Contact Management Overview

Guide to efficiently tracking and managing professional contacts in OCW

Category: Contacts

Contact Management Overview

OneClickWorker's contact management system allows recruiters to efficiently track and manage professional contacts. This guide provides an overview of the contact management features available in the platform.

Available Contact Management Features

  1. Contact List View

    • View all contacts in a table format
    • See contact names, roles, and associated companies
    • Access contact details and communication options
  2. Contact Details

    • View and edit comprehensive contact information
    • Associate contacts with client companies
    • Manage contact preferences and notes
  3. Contact Creation

    • Add new contacts with detailed information
    • Associate contacts with existing client companies
    • Set communication preferences
  4. Contact Communication

    • Send emails to contacts directly from the platform
    • Track communication history

Contact Management Guides

For detailed instructions on each aspect of contact management, refer to the following guides: