PivotCX Command List

PivotCX Command List

^assign

This is used if you want to assign a conversation to yourself or others. Great for organizing if you have a large team

^at

use this function to schedule a message to be sent at a future time. 

^close

if you are done with a conversation and no longer want to see it on your view you can close it (It will reopen if the contact responds at a later time)

^deliver

used if you want to deliver a candidate to someone else, you can add a star rating, notes, and say if they are qualified or not.

^note

this is how you leave a note. Once you have the command just type the note and hit enter (The contact will not be able to see it, but Chat team members and other Recruiters can)

^read

this will get rid of the red-dot notification on the left hand panel

^transcript

Downloads a text file transcript of a conversation. Transcript files are perfect for attaching a conversation to an email or importing into documents. 

^upload

use this when you need someone to upload a document to you. It provides them a link so that they can upload resumes, certifications, etc...

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