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Adding prospects

  • SmartRecruit
  • +
  • SmartCRM


Sourcers can manually add one or more prospects who aren't already in SmartRecruiters using Add Prospect:
  1. Click Add Prospect on the community page: CommunityPipeline.png
  2. In the Add Prospect wizard, drag/drop resumes, or click Fill Manually:AddProspectWizard.png
  3. The experience is essentially similar to Add Candidate. Sourcers will be able to specify a source, contact info, profile information (experience and education), tags, attachments, and notes for each added prospect.AddProspect_Full.png

The other option is to manually add candidates and prospects who are already in SmartRecruiters to the community from the People list or Candidate page.

  1. Use search queries and filters to find matching candidates, then select them and choose Add [x] Candidates to community in the Actions menu.SearchManually.png
  2. Select the community from the list.AddtoCommunityModal.png