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Greenhouse CRM License Functionality Grid

The below grid outlines the various tasks users can perform based on their license in Greenhouse CRM.

Functionality Users with Admin License Users with a Seat Users without a Seat
View Prospecting Activity Report X X X
Bulk create prospects X X X

Create prospects, incl. job/dept/office/pool/stage/owner via:

  • The add new person page
  • A rejected candidate
  • Maildrop
  • The Chrome plugin
  • Bulk Import
  • Start new prospect process 
X X X

 Manage a prospect

  • Update the jobs, depts, and offices a prospect is on
  • Convert a prospect into a candidate 
  • Stop considering a prospect
 X  X
Add a touchpoint X X X
Assign and update the pool and stage of a prospect   X X  
Assign prospect owners to prospects  X X  
Assign admins to pools they are an admin on   X   
Bulk update pool and stage of prospects  X   
Create new prospect pools  
Edit, hide, remove any prospect pool X X  
Use Talent Finder X X  
Add and remove CRM licenses X    
Assign pool admins to any prospect pool X    
Edit, hide, remove any prospect pool X    
Can view prospects job/dept/office X X X
Can add notes to prospects incl. job/dept/office X X X
Can view prospects pool/stage/owner X X X
Can add notes to prospects pool/stage/owner X X X