All about Last Activity Date in Vincere ⬇️
Did you know that you can search and filter across the Last Activity Date of a Candidate, Contact, Company, or Job inside Vincere? 🤔
Click on the link ⏬ to skip to the section you're interested in:
⭕ Companies and Job leads and Jobs
Don't forget to set your columns to see the Last activities for your Jobs and Companies:
To set columns to see the Last activities for your Jobs and Companies - Follow the steps: Go to Table Configuration > Columns > Add Last Activity Date.
Last Activity for Companies and Jobs includes:
Last Activity Date of Company - The last activity date of the latest updated Contact.
Last Activity Date of Job - When a candidate moves to a new stage that is related to that Job
⭕ Contacts and Candidates:
You can view Last activity date and Time since last activity columns in both the Candidate ATS/Contact CRM table view and Last activity date column in the Advanced Search.
😉 Quick tips: You can hover over each activity where you'll instantly see a quick summary timestamped with the action and who completed it:
To set columns to see the Last activities for your Contacts and Candidates - Follow the steps: Go to Table Configuration > Columns > Add Last Activity Date then now you can filter the last activity by date.
Last Activity Date for Contacts and Candidates includes:
Last Comment
Last Task
Last Meeting
Last stage date move i.e. Shortlisted to Sent
Last email (see note below)
📋 IMPORTANT NOTE:
Only emails sent using the Actions in Vincere will be recorded as a last activity.
The last activity will not include emails sent directly from Outlook or Gmail.
If you send an email to a contact or a candidate from another source of actions in Vincere, it will not be counted
⭕ Searching Last Activity in Advanced Search:
Finding contacts/candidates based on Last Activity dates allows you to target contacts and re-engage them.
To search the last activity in Advanced Search for Contacts or Candidates, follow the steps below ⬇️
Go to Advanced Search
If you'd like to search for Candidates, select the Candidate tab or if you're searching for Contacts, select the Contact tab.
4. Click into the search bar and search 'Last activity'. Click on the field suggestion to select.
5. Using the date picker, select BEFORE or AFTER depending on your needs.
6. Feel free to add more filters/keywords to the Search string if you have a specific list in mind.
Here are some examples:
Contacts Last Activity Before July 2023 AND Contact Owner
Contacts Last Activity Before July 2023 AND Industry
Contacts Last Activity Before July 2023 AND After July 2021 AND Stage
Happy Recruitment #TheVinnyWay🤩