āØ Business Development Kanban
You can now manage companies, contacts and job leads from one Business Development Kanban page, making it easier to keep your pipeline in one place.
Previously, this was managed on two separate sections: Prospects and BD Opportunities with their own menus, pipelines and numbers.
š What's New
Business Development Kanban can be accessed in Evo Navigator ā Quick Sections or directly inside your Vincere Evo.
A new section called Business Development Kanban includes Companies, Contacts and Job Leads tabs.
Business Development views on one page
The page includes Companies, Contacts and Job Leads tabs. With default page opening in Job Leads
Each section (Companies, Contacts, Job Leads) has its own pipeline, KPI summary and add button, such as Add Company on the Companies tab and Add Job Lead on the Job Leads tab.
KPI figures count only the records on the tab you are viewing.
Switching tabs does not reload the page. Each tab remembers whether you last viewed it as Kanban or List.
Hovering on each KPI provides you more information of the numbers
āļø How It Works
1) In Vincere's Edit Menu, look for Business Development Kanban and toggle On.
Once added, find the Business Development menu item, and it will open in a full view page.
If you are in Evo Navigator, go to Quick Sections and add Business Development Kanban.
2) View the Business Development in Kanban or List view
3) Configure the stages for Companies and Contact and Job Leads. The Contacts follow the stages of the Companie, you only must configure the Company Stages
Job leads will have its own stage configuration
Drag and drop, filters, search and sorting
Use the filters and search while working on the Business Development Kanban
Drag and drop a profile to a stage.
š” Why It Matters
Reduces the need to move between menus, so recruiters can go from a company to its contacts and job leads on one page.
Keeps job leads close to the companies they belong to, so related records are easier to find.
Enables a consistent experience across Evo Navigator and Vincere, with the same filters, views and drag-and-drop behaviour on every tab.
š Important Notes
Configuring a stage remains limited to Vincere Admin users
For detailed setup instructions and additional information about any of these features, please visit our Help Center or contact your Customer Success Manager.