Job Leads and the List View

Note: To take advantage of the features mentioned in this documentation, your Org needs to be using (Undefined variable: bh4SFVersions.Latest Package Version) or newer. See Release Notes for more details about which features were introduced in each release. If you would like to upgrade to the current release, contact Bullhorn for Salesforce Support.

Overview

Create a Job LeadClosed 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. List ViewClosed One of the three user Interfaces in ATS v2 (the others being Kanban View and Table View) to see a list of records that meet your filter criteria. This allows you to view different collections of Job LeadsClosed 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. relevant to your current task. This article shows you how to view JobClosed A job (vacancy, position, role) is an opening for which a customer's client needs a placement. LeadsClosed A record that holds a potential relationship with a person or company. Examples: candidates, contacts, companies, jobs. in the List View.

Create a New List View

  1. Navigate to the Job Leads Tab.
  2. Click the List View Controls button (gear icon).
  3. Choose New.
  4. Choose a Name for your List View and choose who is able to view it.
  5. Click Save.

Create a My Jobs Filter

UserClosed In Salesforce terminology, this is anybody that has login access to an instance. In BH4SF instances, usually the staff of recruiting companies this filter to see only Job LeadClosed A record that holds a potential relationship with a person or company. Examples: candidates, contacts, companies, jobs. that you own.

  1. Create a new List View.
  2. Select the filter icon to show the Filters.
  3. Go to My job leads.
  4. Under Show me, My job leads is the default.
  5. Click Done.

Customized List View

The customization of your personal List View shows only your open Job Leads. Create other List Views using different filters to see other groupings of Job Leads such as your team’s open Job Leads or your all Job Leads in the past week.

Add Filters

  1. Create or open a List View
  2. Go to Add Filter.
  3. Choose the Filter, Operator and Value.
  4. Select Done.
  5. Save your new filter set.