Convert a Job Lead to a Job Order
Overview
This articles walks you through how to convert a Job Lead to a Job
order. The Status of a Job Lead
remains Open until it is marked as Lost or the Job Lead is converted into a Job Order. Converting the Job Lead starts the process of recruiting Candidates
for the Job.
Job Lead Conversion Steps
- Open the desired Job Lead record
- Select the Quick Actions dropdown and choose Create Job Order.
- The Job Lead Conversion popup window is displayed.
- Save to confirm the Job Lead conversion. You have the option to edit or enter new data, but it is not required.
- The Job Edit popup window opens. Enter the required fields and additional fields as needed. Click Save to finalize.
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