All About Vincere's Pipelines ⬇️
In Vincere, there are two main pipelines to help you manage your workflows: one for Candidate and Job, and another for Contact and Company.
Click on the links below to skip to the section you're interested in ⬇️
⭕ Pipeline of Candidate and Job on Table view
This pipeline covers the journey from Jobs/Assignments to Renewals.
👉 Here are the stages in order:
Jobs/ Assignments > Candidates > Applications > Shortlisted > Sent > 1st Interview > 2nd Interview > Offers > Placed > Renewals.
Each stage (or chevron) in the Pipeline provides detailed information about the status of candidates and jobs:
Here is the definition of each chevron in the Pipeline of Candidate and Job:
Jobs/ Assignments:
The big black number presents the total Jobs/ Assignments in the chevron/stage at any point in time.
❌ X symbol presents 'Closed and not placed jobs'
🟠 The orange number presents 'Open jobs with no active candidates'
✅ The green tick presents 'Job with Candidates and/or placed'
Candidates
The big black number presents the total Candidates in the chevron/stage at any point in time.
❌ X symbol presents 'Archived' Candidates
🟠 The orange number presents 'No Job assigned' Candidates
✅ The green tick presents 'Progressed and live' Candidates
Applications
The big black number presents the total Applications in the chevron/stage at any point in time.
❌ X symbol presents 'Rejected' Candidates
🟠 The orange number presents 'Pending Action' Candidates
Shortlisted
The big black number presents the total Shortlisted in the chevron/stage at any point in time.
❌ X symbol presents 'Rejected' Candidates
🟠 The orange number presents 'Pending Action' Candidates
Sent
The big black number presents the total number of candidates were Sent in the chevron/stage at any point in time.
❌ X symbol presents 'Rejected' Candidates
🟠 The orange number presents 'Pending Action' Candidates
1st Interview
The big black number presents the total number of candidates in 1st Interview in the chevron/stage at any point in time.
❌ X symbol presents 'Rejected' Candidates
🟠 The orange number presents 'Pending Action' Candidates
2st Interview
The big black number presents the total number of candidates in 2nd Interview in the chevron/stage at any point in time.
❌ X symbol presents 'Rejected' Candidates
🟠 The orange number presents 'Pending Action' Candidates
Offers
The big black number presents the total Offer in the chevron/stage at any point in time.
❌ X symbol presents 'Rejected' Offers
🟠 The orange number presents 'Offer received'
Placed
The big black number presents the total Placed in the chevron/stage at any point in time.
❌ X symbol presents 'Terminated/ Finished/ Canceled'
🟠 The orange number presents 'Starting'
✅ The green tick presents 'Active'
Renewals
The big black number presents the total Renewalsd in the chevron/stage at any point in time.
❌ X symbol presents 'Terminated/ Finished/ Canceled'
🟠 The orange number presents 'Pending'
✅ The green tick presents 'Renewed'
⏩ Pipeline of Candidate and Job in Profile
This pipeline covers the journey from Floated to Tasks
👉 Here are the stages in order:
Floated > Applications > Shortlisted > Sent > Interviews > Offers > Placed > Tasks
⭕ Pipeline of Contact and Company on Table view
Contact Pipeline
This pipeline covers the journey from All Contacts to Job Leads
👉 Here are the stages in order:
All Contacts > Prospects > Engaged > Terms Signed > Deals > Job Leads
Company Pipeline
This pipeline covers the journey from All Companies to Job Leads
👉 Here are the stages in order:
All Companies > Prospects > Engaged > Terms Signed > Deals > Job Leads
💡 PRO TIP: You can customize CRM Stages to fit your specific needs - Click HERE to know how to make it happen.
Here is the definition of each chevron in the Pipeline of Contact and Company
All Companies:
The big black number presents the total Company in the chevron/stage at any point in time.
❌ X symbol presents 'reject' company
🟠 The orange number presents 'pending' company
Prospect
The big black number presents the total Prospect Company in the chevron/stage at any point in time.
❌ X symbol presents 'reject' company
🟠 The orange number presents 'pending' company
Engaged
The big black number presents the total Engaged Company in the chevron/stage at any point in time.
❌ X symbol presents 'reject' company
🟠 The orange number presents 'pending' company
Terms Signed
The big black number presents the total Company that has signed the term in the chevron/stage at any point in time.
❌ X symbol presents 'reject' company
🟠 The orange number presents 'Pending' company
✅ The green tick presents 'success'
Job Leads
The big black number presents the total Job leads in the chevron/stage at any point in time.
❌ X symbol presents 'closed job leads'
🟠 The orange number presents 'Open Job Leads'
✅ The green tick presents 'converted to jobs'
⏩ Pipeline of Contact and Company in Profile
This pipeline covers the journey from Floated to Tasks
👉 Here are the stages in order:
Floated > Deals > Jobs > Job Leads > Applications > Shortlist > Sent > Interviews > Offers > Placed > Tasks.
Happy Recruitment #TheVinnyWay🤩