SmartCRM's Connected Searches allow sourcers to set up special saved search queries that add candidates to communities as prospects.
To create and connect a search:
- Click New Search on the Searches tab of the community. You can also do this from the Prospect list, if it's empty.
- On the People list, set up a search query using keywords and/or any of the filters on the People list. Then, click Connect Search.
- Give the search a name -- it'll show up on the community for easy reference -- and choose which community to connect the search.
Each search can be connected to one community, but communities may be connected to multiple searches.
When the search is connected to a community all candidates who match the query at time of connection will be added to the community.
Candidates are added as Prospects to the Prospect list of the community in Added state.
CRM Users may manage and monitor searches connected to a community from the community's Searches tab:
Click Rerun to import into the community all new candidates who match the connected search. Both the Owner of the search and other CRM users may Rerun a search.
What happens if I use a saved search for my connected search?
If you use a 'saved search' for a 'connected search' then the connected search will copy the same filters and values that the saved search had at that moment. If you make any changes to the saved search, it will not be reflected in the connected search.