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SmartRecruiters

Prospects

Requires:
  • SmartRecruit
  • +
  • SmartCRM

 

A prospect is a potential candidate who is associated with a community.

It's important to think of each candidate or prospect in SmartRecruiters as a person who has an application in the context of a community or job. Each person has at least one application to a community or job, and can have multiple applications to multiple communities or jobs. 

Applications: Job vs Community

A person may be a prospect on a job or community:

  • A job application prospect (also known as "lead") is a candidate whose application to a job has the Lead status. These candidates were added to the job by someone in SmartRecruiters, and did not apply to the job on their own.
  • A community prospect is someone with an application to a community. They may have joined the community themselves, or been added by someone in SmartRecruiters. 

In other words, a person may have multiple parallel applications, and the details of each particular application depend on whether it is associated with a community or job.

All of a person's applications at a company are visible from the same profile and share the same contact information (name, address, phone, etc) and profile information (experience, education) because they belong to the same person.

AllApplications.png

Community application status

With the introduction of SmartCRM and the prospect, the most significant change is the new set of statuses which describe the state of a community application as it moves through the community's pipeline. 

There are two types of statuses: active and inactive:

Type Status How it's assigned
Active Added Prospect was added to community via search or manual upload, and the community application was created.
  Contacted Prospect received at least one message from the community, or was manually moved to this stage.
  Responded Prospect replied to at least one message sent from the community, or was manually moved to this stage.
  Interested Prospect has opted into a lead capture form, or was manually moved to this stage.
Inactive Not interested Prospect was moved manually into this stage. “Not Interested” prospects have a disposition reason similar to Withdrawal reasons.
  Not selected Prospect was deemed no longer a fit for the community and was manually moved to this stage by a community team member for another reason. “Not Selected” prospects have a disposition reason similar to Rejection reasons.
  Transferred Prospect has been manually removed from the community. 

On the Community page, the Community Pipeline displays the number of prospects in each status:

CommunityPipeline.png

Inactive prospects remain attached to the community in an inactive state (searchable) ongoing or until reactivated.

Search prospects in a community

Sourcing team can search through all text inside candidate profiles and resumes using the new embedded search bar in the Prospects tab. All search features including partial queries, boolean operators and advanced search strings are supported. Visit Search Tips and Tricks for more details around people search functionality. 

Sort prospects in a community

Sourcing team can sort prospects in a community by Last name or Modified date on the Prospects tab. Prospects are listed from A to Z when sorting by name. When sorting by Modified date, prospects will be sorted from top to bottom by most recently updated status. 

Prospect Actions

Sourcing team can take actions on individual prospects in the Prospect tab. Available actions include:

  • Add to a job: Add the prospect to a job and create an application. Prospect will be added as a Lead. 
  • Add to a community: Add the prospect to another community. Prospect will be added in "Added" status. 
  • Mark as "Not interested"
  • Mark as "Not selected"
  • Remove from the community

Users can also perform the same set of actions on prospects in bulk. 

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