Create Tip/Lead

Use these instructions to create a follow-up recruiting or marketing lead. This workflow is a general workflow that can be found on various entity records in the workflows control panel; usually in the Entity Activities menu. This document follows the workflow from the candidate.

1. Select Create Tip/Lead from the Candidate Activities menu.

   If running from another entity or person role this will be located in the workflows control panel under the entity activities menu.

2. The Create Tip / Lead workflow will open in a new window. Update the form, fields in red are required to complete the workflow.
3. The person associated with the current entity is listed as the contact name. Use this workflow to follow-up with this person for potential candidate referrals or client prospect.

4. Click Confirm to complete the workflow.

   

5. Click the  icon to view the help tip for this workflow.

6. Verify the Tip / Lead Created entry posted to the journal.

   

7. The Tip / Lead will also display on the My Activity Dashboard under the adapt.studio tab.