Package: Recruiting(JS2)

Converting a Contact to a Referral

Converting" a Contact to Referral does not mean the Contact disappears. A Contact may have several Referrals; however, we use the term Convert because every time you engage with a Contact to the point that they are interested in applying to a specific requisition, it is useful to track and report on that transition as a "conversion" - similar to converting a Lead in a Marketing context. Creating a Referral for a Contact can be used for tracking purposes only, or can also automatically trigger an email to the Contact with information about a specific posted requisition in your Jobscience applicant tracking system (ATS) with a link to Apply Now.

1. Select Chatter Notes and then the Convert/Refer Action.

2. Update the fields in Referral Form:

   • Type of Referral should be Lead.
     Referrer Feedback on Prospect is your general note, summary of the context behind inviting the Contact to apply.
     ​Select the specific Requisition to refer the Candidate to/from the Job Order Lookup.

3. Viewing Referrals - Tracking and Updating Statuses:

   • Click the Referrals tab to review and track Referrals.
     ​The CRM Referrals list view is a good start and will show you Contact names, Statuses, creation dates, and more. It will let you update Statuses in-line.
     

4. Dashboard: Referrals Status - Look at your Dashboard for a quick view into the status of your referrals.