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CRM

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  • Greenhouse Recruiting Chrome extension for CRM
  • Install the Greenhouse Recruiting Chrome extension
  • Sourcing best practices for talent leaders
  • CRM permissions

Sourcing automation

  • Tasks completed report
  • Deactivate lookup credits for your organization
  • Sourcing Automation overview
  • Greenhouse Recruiting Chrome extension for Sourcing Automation
  • Sourcing Automation account settings

Events

  • Greenhouse Events overview
  • Using the Mobile Events App
  • Create an event
  • Link an event question to a candidate field
  • Redeeming Event credits

Prospect Post

  • Prospect post overview
  • Create new prospect post
  • Edit prospect post
  • Delete prospect post
  • Create a tracking link for a prospect post

Setup and Introduction

  • CRM overview
  • Start a new prospect process
  • Convert a prospect to a candidate
  • Stop considering a prospect
  • Error when uploading spreadsheet for bulk import

Pools and Stages

  • Recommended pools and stages
  • Prospect pool admin
  • Prospect pools and stages
  • Archive prospect pool
  • Edit prospect pool

CRM reports

  • Prospect pool activity report
  • Prospect conversion report
  • Prospecting activity report

Prospects

  • I can't find a prospect I added with bulk import
  • Greenhouse Recruiting Chrome extension overview
  • Prospects overview
  • Unattached prospects
  • Convert a rejected prospect or candidate to an active prospect