Company Quick View

How to navigate Company Quick View

Jason avatar
Written by Jason
Updated over a week ago

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:

  • CLIENT RELATIONSHIP

  • COMPANY NAME 

  • PARENT COMPANY

  • INDUSTRY

  • SUB-INDUSTRY

  • HEADQUARTERS NAME

  • SWITCHBOARD

  • PHONE

  • FAX

  • WEBSITE

  • LINKEDIN PROFILE

  • CAREER SITE URL

  • RSS FEEDS

  • COMPANY OWNER

  • COMPANY OWNER'S LOCATION

  • CREATED BY

  • REG DATE

  • NOTE

  • NO. OF EMPLOYEES

⭕ 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? 🤔

  1. List onboarding documents specific to this Company.

  2. Once a Job is created with this Company, the required documents set will be added to the Job's Onboarding tab.

  3. 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🤩

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