All About Job Leads in Vincere
Working on securing a job but haven't signed terms yet? 🤔
Perfect! Simply create a Job Lead inside Vincere.
In recruitment, not all job opportunities are solidified. Sometimes, you might be working on closing a new client, hearing about potential jobs at a non-client company, or creating an ad chase. In these cases, you can mark these opportunities as a 'Job Lead' — perfect for business development.
Click on the links ⬇️ to skip to the section you're interested in:
⭕ What is a Job Lead?
A Job Lead allows you to track potential opportunities that haven't been finalized yet. It's ideal for managing and nurturing leads that could eventually turn into real job opportunities.
⭕ How to Create a Job Lead?
To create a Job Lead in Vincere:
Add New Job: When adding a new job, simply change the Job Category to Job Lead.
📋 Note: You can manage Job Leads similarly to normal jobs. However, Job Leads will not appear in the ATS or the Application stages. They can only be viewed in the last stage of the CRM pipeline.
👉 Don’t worry: All your hard work isn't lost. Once terms are signed and this becomes an active opportunity, you can easily convert it to a real 'Job' at any time. When converted, it will automatically move to the Job chevron in the ATS, and any applications will now show in the ATS.
⭕ How to Delete a Job Lead?
To delete a Job Lead:
Navigate to Company Table View
Click on the Job Leads chevron on the top right of the screen on the pipeline.
Tick the Job Lead you wish to delete and click on Delete in the panel on the right.
⭕ How to Find/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.
⭕ How to Convert Job Leads to Jobs and Vice Versa?
To convert a Job Lead to a Job:
Company Table View: Go to Companies table view.
Select Job Lead: Choose the Job Lead you wish to convert.
Convert: Click on Actions > Convert to Job.
To convert a Job to a Job Lead:
Job Profile: Go to the job profile.
Actions Button: Click on the Actions button.
Convert: Click on Convert to Job Lead in the panel on the right.
📂 Additional 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.
⭕ Tracking Last activity date of Job Leads
You can set "Last activity date" column to see the Last activities for your Jobs Leads
To set columns to see the Last activities for your Job Leads - Follow the steps ⬇️
Navigate to Job Leads table view > Go to Table Configuration > Columns > Add Last Activity Date Column
📂 For more details on Last Activity Date, please click HERE
⭕ Advanced Search for Job Leads
Within the advanced search for Jobs, we have added a new dropdown called "Job Category", which now allows users to filter Jobs by:
All types of Jobs
Jobs
Job Leads
The new filter has also been added as a column within the advanced search results table easily allowing users to drill-down into Jobs and/or Job Leads.
⭕ Check activity across Job Leads in Intelligence 📊
You can Check activity across Job Leads in Intelligence by heading to User Engagement dashboard > Filter > Job Category:
Check all: Check activity across both Jobs and Job Leads
Linked to Jobs: Check activity across Jobs only
Linked to Job Leads: Check activity across Job Leads only
No Job Links: Any activities not linked to Jobs/Job Leads e.g a phone call
Happy Recruitment #TheVinnyWay🤩