Before you begin
- Any role can edit a firm.
- The firm must already exist — see Add a host firm.
What’s on the page
The Calls tab is the one to check before phoning. It shows what was said last
time and by whom, which stops two colleagues making the same pitch a week apart.

A host firm's Overview, with contact details, workplaces and employees.
Add an employee
Employees are the people you deal with at the firm. They matter beyond the phone number: share link recipients are chosen from a firm’s employees, so a firm with none can’t be sent candidates.1
Open the firm
In the sidebar, select Firms, then select the firm.
2
Add the person
Under Employees, select Add Employee, enter at least a Last
Name, then select Create.
Add a workplace
Workplaces are the separate sites a firm operates — a hotel group with three properties, a company with two branches. Interns are placed at a workplace rather than just at the firm, so the intern knows which address to turn up to.1
Open the firm
Select Firms, then the firm.
2
Add the site
Select Add Workplace, enter a Name, then select Create.