What this feature does and when to use it?
The Pitch Candidate Pipeline in Recruit CRM lets you define and manage stages for candidates you have pitched to contacts. Once configured, each pitched candidate can be assigned to one of these stages. As you receive feedback (such as positive response, rejection, or no reply), you can update the candidate’s stage and monitor how your pitching activities are performing over time.
Step-by-step instructions
1. Go to Admin Settings > Pitch Candidate Pipeline
2. On this page, you can now click on Customize.
3. Click on Add Stage to create your own stage. A new stage entry will appear in your pipeline list where you can define its name.
Please note: You can have up to 20 stages in your pitch candidate pipeline. This includes a 1 default stage set up by Recruit CRM and 19 customizable stages.
Do not forget to hit the Save button ;)
Note: To use these stages, go to the Pitch Candidates to Clients article and check how you can change these stages on a candidate.
Now that you have set up the "Pitch Candidates to Contacts" Stages, you can change the stage on candidates and track your progress based on the responses you receive from contacts.
🤔FAQs
What happens if I forget to click Save after adding stages?
What happens if I forget to click Save after adding stages?
If you do not click Save, your changes will not be applied. The pipeline will remain in its previous state, and your new or modified stages will not be available when updating pitch candidate stages.
Conclusion:
By customizing your Pitch Candidate Pipeline in Recruit CRM, you create a clear, trackable process for every candidate you pitch to contacts, from initial outreach to final decision.
Hope this helped 😊