How to Utilize CRM

Modified on Thu, 27 Jul 2017 at 04:01 PM

How to Guide for CRM

  1. Create a Job Order
    1. CRM – Job Order – New:  type in all applicable fields and information - Save -OR-
    2.  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
  2.  Add a Candidate
    1. CRM – Candidate – New:  type in all applicable fields and information – Save -OR-
    2. 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.
  3. Submit a Candidate to a Job Order
    1.  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-
    2. Open Job Order – Search for Candidates – Select Preferred Candidate(s) – Submit
  4.  Place a Candidate to a Job Order
    1. Open Job Order – Search for  Candidates – Select Preferred Candidate(s) – Place – Place Candidate pop-up screen appears – Fill in the appropriate information – Place Candidate
  5.  Add a Contact
    1. CRM – Contact – New:  type in all applicable fields and information  or Copy and Paste from the email/document
  6. Add a Company
    1. CRM – Company – New:  type in all applicable fields and information or Copy and Paste from the email/document
  7.  Creating an eCampaign
    1. CRM – eCampaign – New – Type in Campaign Name in text box – Select Campaign Type – Next 
    2. A Compose screen will pop upenter 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.
  8.  Manage Submissions to Job Order
    1. Open Job Order – Submitted Candidates – Manage Submissions
  9.  Create a Group 
    1. 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
  10.  Create a Short List
    1. Candidates – check boxes to the individuals you wish to add – Short list – Choose the appropriate Job Order – OK
    2. To view shortlisted candidates:  Job Orders – Open Job Order – Short Listed Candidates – Manage Short List
    3. You can Delete, Prioritize, Send Email, Add to Another List, Submit, and Place Candidates in the Short List


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article