How can we help you?

Convert Prospect into Candidate

CRM_or_Prospects.png

Once your organization decides to actively consider a prospect for a particular job, you can convert the prospect into a candidate and funnel them through a job's interview plan. Users can only convert prospects into candidates on jobs where they have Job Admin level permissions or above.

Note: If a prospect is unattached (i.e. the prospect is not associated with any job, office, or department) only users with the Can manage unattached prospects - add prospect to jobs, convert prospects to candidates, see private tab for prospects (Job Admin only) permission can convert the prospect for jobs where they hold Job Admin level permissions or above.

To convert a prospect into a candidate, navigate to the prospect's profile and click Convert to Candidate from the On Job panel.

Screen_Shot_2019-04-01_at_5.34.23_PM.png

From the Convert to candidate dialog box, select a job and stage for the converted prospect. Click Convert when finished.

Note: Users can only convert prospects into candidates on jobs where they have Job Admin level permissions or above.

Screen_Shot_2019-04-01_at_5.41.55_PM.png

The prospect will be added as a candidate to the job.