Creating and Modifying Job Leads

Overview

When you create a Job Lead Name of BH4SF custom object. It stores details about a Job position not yet advertised or confirmed by a potential Client. Once the Client agrees to use the recruiter's services to fill the open position, then a Job Lead can be converted into Job record. record, basic client A Company is the organization where the contact works. This can also be called the Client. information and job A job (vacancy, position, role) is an opening for which a customer's client needs a placement. requirements are saved. This article walks you through creating and modifying Job Leads Object. Its records store details about a Job position not yet advertised or confirmed by potential Client. Once the Client confirms, the Job Lead can be converted to Job record..

The following fields are required when creating the new Job Lead A record that holds a potential relationship with a person or company. Examples: candidates, contacts, companies, jobs.:

• Account: Name of the Client/ Company A Company is the organization where the contact works. This can also be called the Client. to fill the job position A job (vacancy, position, role) is an opening for which a customer's client needs a placement..
• Job: Job title, such as "Customer Service Representative."
• Contact: The person within the client company that interfaces with the recruiter.
• Type: Consultant Used mainly in USA recruitment industry, a Consultant is a person placed on a tempory contract/vacancy (Consultant is only used for temporary jobs, not for permanent positions), Permanent, or Retained.
• Status: Default is Open. Once the Job Lead is converted, the status automatically changes to Converted.

Create a new Job Lead

From the Job Lead Tab

The quickest way to create a new Job Lead is directly from the Job Lead tab.

1. Select the Job Leads A record that holds a potential relationship with a person or company. Examples: candidates, contacts, companies, jobs. dropdown.
2. Choose +New Job Lead.
   
3. Enter all relevant information and required fields.

3. Save your changes.
   

From the Account Related List

1. Navigate to Accounts.
2. Go to the desired Accountt Name.
   
3. Select the Job Leads dropdown.
4. Click New.
   
5. Enter all relevant information and required fields The Account name is pre-populated when creating from a Related List, delete the text in that field to search Accounts.
   
   
6. Save your changes.
   

Edit a Job Lead

You can edit the information from a Job Lead record in two ways:

1. Select Edit in the upper right corner.
2. Click the pencil next to a field.
   

Clone a Job Lead

Cloning a Job Lead is helpful if you have multiple similar or identical Jobs A job (vacancy, position, role) is an opening for which a customer's client needs a placement. for the same Client.

1. Navigate to Job Leads.
2. Click on Clone.
   
3. Enter all relevant information and required fields.
4. Save your changes.
   

Job Lead Actions

You can access Job Lead actions from an Account Related List or the Job Lead record. Available Job Lead actions include:

• Create New
• Edit
• Delete
  

From an Account Related List

1. Navigate to Accounts.
2. Select the desired Account Name.
   
3. The Related List is located at the right panel of an Account.
   

From the Job Lead Record

Use the Actions bar located at the upper left of a Job Lead record.

1. Create Job Order (= convert Job Lead to a Job)
2. Edit
3. Clone
4. Delete