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  1. Greenhouse Support
  2. All Recruiting topics
  3. CRM

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
  • Leveraging Greenhouse CRM

Sourcing Automation

  • Bulk upload prospects with the Greenhouse Recruiting Chrome extension
  • Manage Sourcing Automation permissions
  • Quick start guide for Sourcing Automation users
  • Quick start guide for Sourcing Automation admins
  • Sourcing Automation troubleshooting guide

Events

  • Greenhouse Events overview
  • Using the Events mobile 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 pools and stages
  • Pool and stage reminders
  • Best practices: Common CRM use cases

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

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