What this feature does and when to use it?
Learn to manage and track your candidate pitches, streamlining your process of pitching candidates multiple times to the same contact. You can use this feature when:
You want to resend/re-share previously pitched candidates to the same client or contact.
You need to track when and to whom candidates have been pitched.
You want to mark candidates as pitched for internal tracking without emailing.
How to re-pitch candidates to contacts
1. On the Candidates List page, select the candidates you would like to pitch and click on the "Pitch Candidates" button. This starts the pitching workflow from your candidate list page so you can quickly send or log pitches for one or more candidates.
2. Select the contacts you would like to pitch your candidates to and click on "Mark Candidates As Pitched" (for internal tracking) or "Select Fields & Email Contacts" (to send the selected candidates to your client).
3. If the candidates you selected have already been pitched in the past to the same contact, a message will appear asking you to confirm that you want to re-pitch those candidates. This confirmation helps prevent unintentional duplicate pitches.
4. Click 'Yes' to continue.
How to track your pitches
You can track the pitches on both candidates' and contacts' profiles.
On the candidate's profile, under the "Contact(s) Pitched" tab, you'll be able to see all contacts the candidates have been pitched to and the user who made the pitch as well.
The system will show you the most recent pitch made. You'll see all the past pitches once you click on the icon next to the Pitched stage.
The same goes for the contact’s profile:
While generating a Team Performance Report, the number of times a candidate has been pitched to the same contact will be considered in the report, so that you can keep track of how many times you’ve re-pitched the candidate to the same contact.
🤔FAQs
Can I re-pitch the same candidate to the same contact multiple times?
Can I re-pitch the same candidate to the same contact multiple times?
Yes. When you select a candidate and contact combination that was pitched before, Recruit CRM will show a confirmation message. Click Yes to proceed with the re-pitch.
Conclusion:
Re-pitching candidates to contacts in Recruit CRM helps you manage repeat submissions and follow-ups while keeping a complete, accurate pitch history.
Hope this helps :)