Logging a Spec Send

How to log that a spec send has already been sent.

Logging a spec send is beneficial for when users send out spec send directly from Outlook - as currently there is no way to track them back from Outlook to Mercury.
 
To log spec sends (for both Candidates and Clients), select Spec Sends from the side menu > +New.
 
 
 
Fill in the relevant fields. The Name field is required. 
 
 
 
To view all Spec Sends for a Contact (Candidate or Client) go to a Contact record > Related > Spec Sends
 
 
 
 
 

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