Vocabulary
Defined list of records for a specific entity
What is a View
This information is required to enrich a Contact Record using publicly available information from LinkedIn
LinkedIn URL
This icon allows a user to create a new or update a permanent view
Advanced Find
This Table contains information including “why is this Industry Great” and “Why is this location great”
Position
The first thing a user should do when encountering problems with the system
Refresh the Browser
A contact will have one of these for each search they're involved in
A Candidate Record
These required fields are locked after populated on a BD Lead or Engagement
Client and Position
Changing this field assigns a particular user as responsible for a record
"Owner"
This Table contains a person's contact information such as email and phone number
Contact
This Field communicates to the research team that information may not be accurate on a Contact
"Verify Contact Information"
The Engagement Table is Morgan Samuels name for this Microsoft table
Opportunities
This indicator tells users a view has been temporarily modified
An Asterisk
These are the two places the system displays records you've recently accessed
Global Search Bar and "Recent" tab on the Left Nav
This table includes records of companies for whom contacts have worked
Employment History
This tab has the "Search for a Different Company" button which allows license holders to quickly address situations where the system auto enriched inaccurate information
ZoomInfo
The list of Candidates assigned to a particular search
Candidates Sourced
This icon informs you the system has a suggestion for how to enter data in a field
Blue Lightbulb
Clicking the + button in this section allows a user to generate a new activity for a record
The Timeline
This table includes information on a "Placed Candidate" such as salary and bonus
Candidate
This happens if you ask the system to "Enrich" a record that already has data
Overwriting
The list of accounts currently in the system that meet a set of criteria-not directly associated with a search
Target List
This field captures the primary point of contact at a client for an Engagement
The Hiring Manager
A User would add these related tables to filter For Contacts that have been previously interviewed by particular Client
Candidate, Interview, Account
This Table includes a Candidate's rating score for a particular KBO
Candidate KBO Score
Pulling candidates from this results in an error message stating "cannot read Properties of Undefined"
An Empty List