How to Guide for CRM
-
Create a Job Order
- CRM – Job Order – New: type in all applicable fields and information - Save -OR-
- Collaboration – Email – Open Email with Job Order document attached – Capture ME – Job Order: Should open up dual screen with Job Order on the left side, and the document on the right side – Copy/Paste information from document into Job Order – Save
-
Add a Candidate
- CRM – Candidate – New: type in all applicable fields and information – Save -OR-
- Collaboration – Email – Open Email with Candidate resume document attached – Capture ME – Select Resume (Choose from drop-down) Candidate - Select this option to review the results of the resume(s) processed and create profiles one at a time – Process: This will automatically parse the information in the document into the Candidate’s record. Verify the information and fill in any missing information and click Save.
-
Submit a Candidate to a Job Order
- Open Candidate Record – Click Submit to a Job Order – Choose appropriate Job Order – Select Other (without email) if you do not wish to send an email to the Customer – Continue -OR-
- Open Job Order – Search for Candidates – Select Preferred Candidate(s) – Submit
- Place a Candidate to a Job Order
- Open Job Order – Search for Candidates – Select Preferred Candidate(s) – Place – Place Candidate pop-up screen appears – Fill in the appropriate information – Place Candidate
- Add a Contact
- CRM – Contact – New: type in all applicable fields and information or Copy and Paste from the email/document
-
Add a Company
- CRM – Company – New: type in all applicable fields and information or Copy and Paste from the email/document
-
Creating an eCampaign
- CRM – eCampaign – New – Type in Campaign Name in text box – Select Campaign Type – Next
- A Compose screen will pop up; enter the recipients in the TO field. Add content to Email text box and click Send Mail. All recipients will be individually emailed to avoid spamming.
- Manage Submissions to Job Order
- Open Job Order – Submitted Candidates – Manage Submissions
-
Create a Group
- Contacts/Candidates – Check boxes to the individuals you wish to add – Groups – Create New Group – New Group – Type in Group Name in text box – Save – Close – Close
-
Create a Short List
- Candidates – check boxes to the individuals you wish to add – Short list – Choose the appropriate Job Order – OK
- To view shortlisted candidates: Job Orders – Open Job Order – Short Listed Candidates – Manage Short List
- You can Delete, Prioritize, Send Email, Add to Another List, Submit, and Place Candidates in the Short List