Candidate Q's
True or false: There are multiple ways you can send a CV through the system.
True
Can you add a lead in the system through the account page or the client contact page?
Both
What is the first step when you want to create a new list view.
Clone the list
You receive a hot lead from a candidate you just regged and you want to see if we have a previous agreement with that client. Where do you look to check this?
Account page – under files
Where do you check your KPI’s within CC?
Dashboards
You received an interview request for one of your candidates – where do you log this?
The candidates ATS OR the ATS on the job page
You call a candidate and find out they are now a hiring manager. How do you change this person from a candidate to a contact in Customer Connect?
Convert candidate to client button top right
True or False: You create a list view of all your Team’s Regs, and you screenshot your filters and send to a colleague. Any time someone on your team has a Reg, both lists will be updated at the same time.
True
When logging a client contact call on the client contact page for a lead you are chasing – which field do you have to change besides the “call type” and “call result”?
Related too
What is the platform we use when editing resumes through customer connect?
Bullhorn
After registering a candidate - where you do you put your registration notes?
In registration section of the candidates contact page under the meeting notes.
When going to chase a Lead, you find out that the Lead has been filled by another Recruiting Agency. How do you close the lead?
Select the status of “Lost” and give a reason
Which filter do you use to create a list of client contacts target where we placed within the last 2 years?
Relationship warmth – equals – A
You find a lead but the account doesn’t exist in Salesforce. What do you do?
Click on “Accounts” tab and click “New Account”. Then search by web domain and create it
How do you post a job?
Go to the job page, scroll down to “Post to Broadbean” section, clock Post to Broadbean and follow instructions from there
You conduct a candidate search and come across a candidate you want to call for your role. You want to do an update call, but before you do, you want to look at who has contacted her via phone call or email. Where would you search for this?
Under Candidate record, right hand side under activity.
What is our standard fee rate, payment terms and guarantee period?
30%, 15 days payment terms and 60 day guarantee.
You want to do a calling session focused around clients who downloaded our Market Trends report. When creating that list, which filter do you need to use to see if a client downloaded our trends report?
Marketing campaign filter
What’s the definition of a “B” account?
Made $ more than 2 years ago or a job on in the last year
What is the name of the internal communication platform within CC?
Chatter
You want to see what candidates you’ve regged that are not properly regged in the system. Where do you find this report?
Under customer management dashboard. (in the dashboard tab, you can click on the report from there)
You created a list of past clients and now want to spec them a really strong candidate you just regged. What is the fastest way to do this?
Selecting the contacts you want, click “add to a call list” and “market candidate” in the call list.
You are working on building your spec list and you need to look for a client that hire for a specific industry, skill or certification. How would you find this hashtag in a list view in Customer Connect?
Go to the contacts tab – clone a list, use filer “Skills I recruit for”
When calling a hiring manager at Robert Half you find out he has moved on to work at Michael Page. How do you update this in the system?
Go to his contact page on the Robert Half account and scroll down to the “Work Information” section then update the “Account Name” from there.
When looking at a list you created of your teams open jobs in CC, there is a list of headers automatically created. You want to adjust which headers are being displayed - how do you do that?
Select fields to display option