Efficiently tracking and logging meetings and calls is crucial for maintaining an organized workflow in recruitment. Here's how you can manage this in Vincere:
⭕ How to track Meetings and Call in Vincere?
First thing you need to do is Activate Actions in the Goal Console
Navigate to: Settings > Goal Console
Here you can customize the goal names to fit your company's workflow.
Activate Actions: In the "Activate in Action List" column, set the relevant items to “Yes” to ensure they appear when you create a comment, task, or meeting.
👉 Now you can track Calls and Meetings in the User Engagement dashboard under Intelligence.
Tracking Specific Activities
Calls (Candidates): Only activities related to the following actions will be counted from the Goal Console:
Phone call | Candidate | Inbound | ConnectedPhone call | Candidate | Outbound | Connected
Calls (Contacts): Only activities related to the following actions will be counted:
Phone call | Contact | Inbound | ConnectedPhone call | Contact | Outbound | Connected
Meetings: Activities are divided into:
Contacts (scheduled/completed)
Candidates (scheduled/completed)
📝 Note: The meeting must be arranged or created inside Vincere for the activity to be tracked.
⭕ How to Log Call/Meeting Notes
Activate Relevant Goals
Navigate to:
Settings > Goal ConsoleActivate Goals: Ensure goals for Call and Meetings related are activated (you can rename them to fit your workflow)
Set to "Yes": In the "Activate in Action List" column to make them available when creating a comment, task, or meeting.
Log a Comment or Task
Select the Appropriate Action: From the dropdown list when logging a comment or task.
Add Notes: You can include detailed notes for future reference.
View Logged Activities
Go to the Candidate: Navigate to the candidate's profile.
Click on the Activities Tab: Check for the logged note or conversation.
By following these steps, you can effectively track and log all your meetings and calls within Vincere, ensuring a streamlined and organized workflow.
Ready to get started? Activate your goals and start logging your activities to keep track of all your important interactions! 🤩