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.
Check out the sections below for more information:
Note: While a user with a CRM Admin License can edit any prospect pool stage, users with a CRM User License can only edit prospect pool stages if they are added as a Prospect Pool Admin for the specific prospect pool.
Create a new prospect pool
Select CRM from the toolbar 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
Note: Prospect pool stages can be copied into a new prospect pool even if the current user is not a Pool Admin for the chosen 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.
Note: If you delete a prospect pool, all prospects will be moved to the Prospects without a pool section on the CRM dashboard.
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.
Check out the links below for more information on managing your prospects: