The purpose of this article is to help you learn:
- what are prospects
- how to create a new prospect
- how to add a prospect to a funnel
- how to remove a prospect from a funnel
- how to edit a prospect's information
What is a prospect?
A prospect is any person you have added to your hiring funnel. They can be involved in any step of the process: whether you are at the recruitment stage, reviewing applications and materials, or onboarding.
How to create a new prospect
There are several different places you can add a new prospect into the hiring module.
From the Onboarding section, click the blue Add Prospect button.
From the Interviews section, click the blue Add Prospect button.
From the Prospects section, click the blue Add Prospect button.
A pop-up window will appear where you will enter the prospect's first name, last name, email address, and phone number. You can also add notes about the prospect for reference.
Click the blue Add button to save them into the Prospects section.
How to add a prospect to a funnel
After you have created a new prospect, you can add them to your funnel(s).
Check the box under the Onboarding column and select which funnel you'd like to add them to from the drop-down menu pop-up. Then, click Submit to add them to the funnel.
You will now be able to view the prospect under your funnel and mark each step as they are completed.
You can also add a prospect to a funnel from their Prospect Details page. To view this page, click on their name under the Prospects section.
Next, click the green Add to Funnel button on the top right side of the screen. Select the funnel you'd like to add them to and then click Submit to add them.
How to remove a prospect from a funnel
If you want to remove a prospect from a funnel, you can go to the Prospects section and uncheck the box under the Onboarding column.
A pop-up window will appear. Click the X to remove the funnel, then Submit to update the system.
You also have the same option listed under the Prospect Details page.
Click the green Add to Funnel button to see and remove the prospect from it.
How to edit prospect details
If you need to make any changes to your prospect's name, email address, phone number, or notes, click on their name under the Prospects section to view their Prospect Details.
Click the blue Edit button to edit the fields, and then click Update to save the changes.