Leads Tab

Module 3

Introduction

This module covers the following topics:

  1. Sorting leads by Campaign, Folders, and Other Filters
  2. Navigating the Candidate List
  3. Understanding Bulk Actions and how to use them
  4. Messaging candidates through the Chat Management Screen
  5. Reviewing a Candidate's Profile
  6. Exporting Leads in different ways

Basic Concepts

Campaigns, Folders, Filters and Candidate List

Bulk Actions

You can use Bulk Actions to perform actions on multiple candidates at once. Simply click on a candidate's avatar or select all candidates by clicking the circle icon (⚪), and the bulk actions will appear automatically. You'll have the option to choose from a variety of actions, such as moving candidates, sending messages, or sharing profiles.

Certain Bulk Actions may require confirmations or other configurations. Once confirmed, the bulk action will be executed, and you will be able to monitor its progress through the progress notification bar.

Chat Management Screen

In the Chat Management Screen, you find the detailed candidate interaction history. Gray messages represent leads' responses, including Text, Audio, or Video, while green messages denote recruiter responses, originating from either the chatbot or the recruiter directly (you'll see a recruiter's picture or the bot indicating where the communication originates). Apart from the messages sent by the candidate or recruiter, you can find updates or action logs related to the candidate's profile.

💌 Keeping in touch with your candidates

Easily reach out to your candidates to send updates, next steps, and more. You can even choose the messaging channel where you want your message to be sent.

  • Use Tokens to send personalized messages with dynamic content (Name, APP ID, Specific Candidate Attribute, etc.).
  • Use Quick Replies to create templates for repetitive messages.

Candidate Profile

  • If you want to know more about the Candidate Profile, click here.
  • If you want to know more about Candidate Attributes, click here.

Exporting Leads