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1. Header & Pipeline
Here is where you can find an overview of all the important details of the Contact.
In the middle are key details, including the company name, location, company owner, Email, phone number, number of jobs and last activity date.
The upper right has the brand associated with the contact and any social media accounts linked to the contact
Below the contact header you can see the stage the contact is in, as in how far you are from signing terms with them. Click HERE to learn more about moving contacts down the pipeline.
You can also see/add a contact brief on the contact. Here you can put any notes you would like to attach to this contact to make them easily visible. If you would like to edit the brief click the icon in the upper right.
In the Contact pipeline you can see how many candidates you’ve floated or sent to this contact, the number of jobs associated with them, any tasks, and even how many candidates are in specific stages with this contact.
Here you will find some additional details about the contact
In this section you can have a view of the candidate's LinkedIn profile if you add it manually or the candidate was added from LinkedIn by velocity. If you don't see anything in this section just select “search on LinkedIn” to incorporate the candidates account. For more information on velocity please click HERE
You can add/view or even edit your contact brief, just remember to hit save!
Any activities such as meetings, phone calls, and other tasks involving the contact can be found here.
As long as your email account is connected (see HERE for information on how to do this) any email correspondence you have had with the contact will show in this tab, including the sent date, time, content of the email, attachments, and which consultant sent the email.
This section will involve any SMS correspondence between your company and the contact. If you’re interested in utilizing our SMS feature see the help center on how to set up a Twilio account (Twillio is a third party app and requires a separate subscription). For more information on Twilio click HERE
In this section you will see all the jobs associated with this contact and whether they are opened or closed. The pipelines under each job will also give you a visual representation of what stages are currently being filled and how many tasks have been logged on to these jobs.
Check the upper right hand corner “Actions” to find many quick actions you can apply to your contact