Job Leads in Vincere allow you to track potential job opportunities that haven’t been finalized. They’re perfect for managing prospects, ad chases, or early-stage business development opportunities before terms are signed.

Use Job Leads to capture new business prospects and convert them into active jobs when the opportunity becomes confirmed.

Understand Job Leads

A Job Lead represents a potential or unconfirmed opportunity. It helps recruiters manage leads that could eventually become real job openings once agreements are finalized.

📌 Note: Job Leads appear only in the CRM pipeline (not in the ATS) until they are converted into live Jobs.

Create a Job Lead

Click Add New Job in Vincere.
Change the Job Category to Job Lead.
Complete the job details and click Save.

📌 Note: Job Leads behave like regular jobs but will not appear in ATS or Application stages. They are visible only in the final stage of the CRM pipeline.

Once the opportunity becomes active, you can easily convert it into a Job, and all associated data will move automatically to the Job Chevron in the ATS.

Delete a Job Lead

To delete a Job Lead:

Navigate to the Company Table View.
Click the Job Leads Chevron in the top-right corner of the pipeline.
Tick the checkbox beside the Job Lead you want to delete.
Click Delete in the right-hand panel.

Find or Access Job Leads

You can easily view your Job Leads by:

CRM Pipeline: Go to the Companies table view.
Job Leads Chevron: Navigate to the Job Leads chevron on the upper right of the screen.

Convert Job Leads to Jobs and Vice Versa

Convert a Job Lead to a Job

Go to the Companies Table View.
Select the Job Lead you want to convert.
Click Actions, then click Convert to Job.

Convert a Job to a Job Lead

Open the Job Profile.
Click the Actions button.
Select Convert to Job Lead in the right-hand panel.

Use Additional Job Lead Functionalities

Menu Option: A dedicated menu option for Job Leads allows for easy access.

Job Leads Count: Filter by jobs and job leads in company and contact tables to measure the number of jobs vs. job leads.

Entity Type for Comments and Tasks: When creating comments or tasks, select the job lead entity from the dropdown list.

Differentiation: View activities (tasks/comments) separated by jobs and job leads.

Filters in Job Activity Logs: Filter by job lead comments and tasks within a job record.

Track the Last Activity Date for Job Leads

You can track when each Job Lead was last active.

To display the Last Activity Date column:

Go to the Job Leads Table View.
Click Table Configuration, then click Columns.
Add the Last Activity Date column.

📂 For more details, refer to Last Activity Date.

Advanced Search for Job Leads

You can filter Job Leads within Advanced Search for Jobs.

Go to Advanced Search.
Use the new Job Category dropdown filter.
Select one of the following options:
- All Jobs.
- Jobs.
- Job Leads.

The Job Category column is also available in the Advanced Search results table for easy drill-down.

📌 Note: Job Brief fields are not searchable for Job Leads in Quick Search.

Check Job Lead Activity in Intelligence

You can monitor activity across Job Leads in Intelligence using the User Engagement Dashboard.

Navigate to Intelligence, then head to User Engagement Dashboard.
Use the Job Category filter to choose:
- Check All: Includes both Jobs and Job Leads.
- Linked to Jobs: Shows only Job-related activities.
- Linked to Job Leads: Shows only Job Lead-related activities.
- No Job Links: Displays activities not connected to Jobs or Job Leads (e.g., phone calls).

💡 Best Practices

Use Job Leads for potential or early-stage roles to improve pipeline visibility.
Regularly convert Job Leads to Jobs once terms are finalized.
Track Job Lead activity through the Intelligence dashboard to measure engagement.