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CRM modules, Leads, opportunities, etc., explained
Difference between leads, opportunities and contacts
The CRM module in Recruitly is helpful to create, follow up with and store all your business contacts. We've divided the module into Leads, Opportunities, Contacts and Companies. The difference: 1. Lead A lead could be any person with who you would potentially do business. You could add Leads via LinkedIn using Recruitly's Chrome Extension or add them manually by clicking the 'New' button if you've come across them via another forum. Once you've added a Lead into Recruitly, you could
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How to source leads from LinkedIn chrome extension?
Souring leads from the Recruitly LinkedIn Chrome extension is easy. Log in to your LinkedIn and go to the LinkedIn profile page > Click on the Recruitly icon next to your profile on the top right corner > Click **Add Lead **. Details
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What is a Lead?
A lead is a new person that has had no contact with your company yet. The Leads section can store new contact data such as email addresses and phone numbers. Once a person in the target company has been contacted and expressed an interest in working with you, they can have a potential opportunity. In other words, leads are unqualified business opportunities that could lead to future placements. Your new lead may not necessarily be the primary POC (Point of Contact) within the company. Howev
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What is an Opportunity?
Some recruiters may qualify the lead as soon as they’ve been given the decision-makers details, others may only qualify them after having an in-depth discussion about their requirements or when they’ve issued a quote. When converting the lead to an opportunity you can choose to add the person to your contacts or you can do
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Lead pipeline overview
Leads Pipeline - Overview Click on Leads - Pipeline View under CRM. You can create new pipelines to segregate your leads more efficiently. For example -- You can create a new pipeline named "Banking Industry" and just add leads that are from the banking industry. You can view leads based on the users within your organization. You can group leads based on the lead owner or the company. You can tap on any lead to see more information about the lead. You can Refresh your leads
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How to Export Leads
There are 2 ways to Export your Leads: 1.Exporting leads through Bulk Actions 2.Exporting leads through System Configuration Exporting leads through Bulk Actions Go to **Leads under CRM ** (list view) > Select Leads > Click on **Bulk Actions **> Click on Export. ![](https://storage.crisp.chat/users/helpdesk/website/5ddb007049f27800/screenshot-securer
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How to re-sync emails for leads?
Follow the steps below: Click on "Leads" in the CRM Module. Click on the 3 dots on the top right hand corner and then click on "Re-Sync Emails". Choose the number of days you want to sync and click on "Sync".
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How to create Custom Fields for Leads
Custom Fields for Leads Custom Fields help you gather additional information about your leads. Go to System Configuration -> Custom Fields : https://secure.recruitly.io/settings/customfields Click on "New Custom Field". ![](https://storage.crisp.chat/users
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Data Transfer amongst Contacts
Go to Contacts > Select your Contact > Go to More Options > Click on Move Company Add a New Company > Toggle on the **B
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Lead Searches
Different ways of performing Lead Searches You can do a Lead search in 3 ways : Using Filters Using the Sort Option By Users Go to the Leads list view under the CRM module. Using Filters Click on the Filter option> Either you can sear
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