All about Company Quick View in Vincere ⬇️
Welcome to the Company Quick View Guide. This article will help you understand how to navigate and utilize the various sections of the Company Quick View interface in Vincere.
Click on the link ⬇️ to skip to the section you're interested in
⭕ Header & Pipeline
🔹Header
The company quick view header includes key details:
Company Name
Status
Phone Number
Location
No of contacts
Forecast Fees
Booked Fees
Time Since Last Activity
In the upper right corner, you will find associated brands and any social media links.
Below the contact header, you can see the stage the company is in, indicating how close you are to signing terms with them.
🔹Pipeline:
This is a visual representation of:
Current Contacts in the company
Candidate Stages in jobs associated with the company
Tasks associated with the company
⭕ Summary
This section includes additional company information such as:
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⭕ Contacts
This section lists all contacts from the company along with:
Contact Details, you can click on the quick view button for the details about contact.
Progress towards signing terms with each contact
⭕ Activities
This section tracks all the activities like Comment, Task, Meeting, Application and Placement associated with the company
⭕ Emails
If your email account is connected, this tab will show:
Email Correspondence with the contact
Sent Date and Time
Content of Emails
Attachments
Consultant who sent the email
Summary
For information on connecting your email account, click HERE.
⭕ Files
This is where you can find and upload documentation related to your company.
⭕ Fee Model
Here you can see the Fee Models associated with this company, edit existing fee models, and create new ones.
To learn about what fee models are and how to create them, click HERE.
⭕ Job Stats
You can easily view the stats for your company, including the number of applications at each stage, and how many of each job type have been open with the company. You can even filter the results!
⭕ Document Check
Add documents the are specifically required by this company every time they are looking for a candidate.
How this works? 🤔
List onboarding documents specific to this Company.
Once a Job is created with this Company, the required documents set will be added to the Job's Onboarding tab.
This only applies to new Jobs created after onboarding documents are set up.
⭕ Integrations
When you activate it, integrations such as Odro, Onboarded, and others will be visible within this company section.
Happy Recruitment #TheVinnyWay🤩