Prospect owner is a feature in Greenhouse CRM that allows your organization to configure a user in charge of managing the relationship with a specific prospect. In this article, we will cover:
Prospect Owner Overview
Configured per prospect application (i.e. a prospect with multiple applications can have multiple Prospect Owners), prospect owners are given access to the specific prospect process for the prospect.
By selecting a specific user for the Prospect Owner role, your organization can retroactively assess the performance of a Sourcer (or a user with a similar task) who was initially responsible for the prospect. Using reports such as the Prospect Conversion Report and Prospecting Activity Report your organization can measure the performance of your sourcing team and answer questions such as: How many prospects owned by a specific Sourcer were converted to candidates?
Assign Prospect Owner
Note: Prospect Owners role can be assigned to users without a CRM user license. However, users without a CRM user license cannot edit the Prospect Owner field.
To assign a user to the Prospect Owner role for an individual prospect, navigate to that prospects profile. Navigate to the Jobs panel on the prospects profile and click Edit underneath Prospect Owner.
From the subsequent field, search for the name of a Greenhouse user and select the user from the dropdown menu.
Click Save when finished.
The selected user is configured as the Prospect Owner and will have access to this individual prospect process.
Assign Prospect Owner in Bulk
The same Prospect Owner can be assigned to multiple prospects using the Greenhouse bulk action feature.
Click the All Candidates tab from the navigational bar and expand the Application Type filter panel on the left-hand side.
Select Prospects only from the Type dropdown menu.
Click Bulk Actions in the right-hand corner.
Select the prospects who will have a new Prospect Owner assigned through the bulk action by clicking the checkbox to the left of their name.
Click Edit Select when finished.
From the subsequent dialog box, navigate to the Prospects section and click Edit Prospect Owner.
Select a user to be the Prospect Owner for these prospects from the dropdown menu and click Save.