Touchpoints refer to interactions either by telephone, email, or in-person, where a recruiter has made contact with a prospect. These points of contact can help your organization's recruiting team view the progress made with a given prospect and plan for the appropriate next steps.
Add touchpoints to a prospect
From the prospect's profile, click Add Touchpoint on the Jobs panel.
In the Add Touchpoint box, provide information for the following fields:
| Type |
Categorize the touchpoint into one of three different types:
|
| User | Identify the Greenhouse Recruiting user who performed the touchpoint. |
| Date | Enter the date when the touchpoint happened. |
| Note | Provide other members of your team with any additional context or description regarding the touchpoint. |
When finished, click Save.
Note: Emails sent through Greenhouse Recruiting are also considered touchpoints and will automatically be added to the prospect's Activity Feed as both an email and touchpoint. This includes emails that log prospect conversations via Maildrop.
View a prospect's touchpoints
Touchpoints added to a prospect's profile are recorded in their profile's Activity Feed. From the prospect's profile, click Activity Feed on the Jobs panel.
Scroll to the Filter dropdown and click Touchpoints.
All touchpoints associated with the prospect will populate.
Note: Emails sent through Greenhouse Recruiting are also considered touchpoints and will automatically be added to the prospect's Activity Feed as both an email and touchpoint. This includes emails that log prospect conversations via Maildrop.
Edit or delete a prospect's touchpoints
Not every touchpoint entry will be perfect when initially submitted so we made touchpoints forgiving and flexible! Use this new feature to correct mistakes, change details of a touchpoint, add a note for more context, or change the type.
From a prospect's Activity Feed your organization can edit or delete touchpoints at your discretion by navigating to a touchpoint on the list and clicking Edit to change the details of the touchpoint or Delete to completely erase it.
