Managing prospects is an important task for quickly finding qualified candidates. Prospect pools and stages allow your organization to manage prospects more efficiently.
In Greenhouse Recruiting, a prospect pool is a larger group of available prospects, such as talent for the upcoming year.
A stage is a smaller group inside of a pool where you can track prospects at a more detailed level. Like interview stages, pool stages can represent specific contact points, such as first contact, interested groups, or on-hold prospects.
Create a new prospect pool
Select CRM at the top of the page.
Click Configure CRM.
Select Create a Prospect Pool.
Enter a name for the prospect pool.
Create names for stages. You can reorder the stages by clicking and dragging the stage names after they've been created. Click here for more information on copying stages from an existing pool.
Select admins for the prospect pool. These users will be able to modify the pool and add prospects to the pool.
Click Save Changes.
Copy stages from an existing pool
When you're modifying or creating a prospect pool, select Add from Another Pool.
Select the source pool from the dropdown menu. All pool stages will be added to the current list. Modify or remove extra stages as needed.
Click Save Changes.
Delete a prospect pool
Deleting a prospect pool completely removes the pool from your organization. When a pool is deleted, you won't be able to view candidates that were previously added to the pool. If you want the ability to reference and restore a prospect pool, see Archive a prospect pool.
To delete a prospect pool, select the ellipses icon next to the pool.
Choose Delete from the dropdown menu.
Confirm you want to delete the pool. The prospect pool will be removed.
Archive a prospect pool
You can archive a prospect pool by selecting the ellipses icon and choosing Archive from the dropdown menu.
Click here for more information on archiving and restoring a pool.
Follow a prospect pool
To follow a prospect pool, navigate to CRM and hover over a specific prospect pool you'd like to receive notifications for. Click Follow next to the prospect pool name.
A green checkmark will confirm you are now Following the prospect pool.
Once enabled, you will receive emailed notifications when prospects are added to the pool. Click here to learn more.
Check out the links below for more information on managing your prospects: