Note: The Prospect Review feature is only available to customers with CRM
Prospect Review is a feature included in the CRM add-on for Greenhouse Recruiting. With Prospect Review, users can efficiently review and manage all prospects within a given prospect pool or prospect stage. In this article we will cover where to find the Prospect Review feature and the various actions you can perform to convert, update, or reject prospects.
The Prospect Review feature can be accessed by clicking on CRM from your navigation bar and hovering over a prospect pool or prospect stage that contains at least one prospect.
Prospects that are not currently associated with a prospect pool can be reviewed through No Pool Specified.
Once you have determined which prospect pool or stage you would like to review, click Review Prospects.
From the Prospect Review page, you will be able to view information collected on a given prospect, including touchpoints, notes, prospect stage, source, jobs the prospect is being considered for, etc...
Use the tools from the right-hand panel, to convert the prospect into a candidate, update their information, skip, or reject them.
Convert Prospect to Candidate
To convert the prospect into a candidate, click Convert to Candidate from the right-hand panel. Use the appropriate fields to select a job and stage for the conversion.
When you have finished, click Save and Next to move onto the next prospect.
To update information on a prospect, click Update Prospect from the right-hand panel. Use the appropriate fields to update the job(s) the prospect is being considered for, departments, office, prospect pool, prospect owner, source, etc...
When you have finished updating the prospect's information, click Save and Next to move onto the next prospect.
If you would like to skip the current prospect, click Skip to move onto the next prospect in your queue.
To no longer consider the prospect, click Stop Considering. From the subsequent dialogue box, select a reason for the rejection and include any notes about the prospect. Optionally, you can also send a rejection email to the prospect.
When you have finished click either Reject and Send Email or Reject Don't Send Email to move onto the next prospect.
Once you have finished reviewing all the prospects in your selected prospect pool or stage, a summary page will catalogue all actions performed during your prospect review.
If you would like to take action on any prospects that were skipped during your prospect review, click Review Prospects in the Skipped row.
To streamline the prospect review process even more, use the below keyboard shortcuts to navigate between various actions:
From Review Prospects page:
|c||Opens Convert to Prospect|
|u||Opens Update Prospect|
|x||Opens Stop Considering|
|?||Opens Shortcuts Dialogue Box|
|esc||Cancels Convert to Prospect|
|esc||Cancels Update to Prospect|
|esc||Closes Stop Considering Dialogue Box|
|esc||Closes Shortcuts Dialogue Box|