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Home/Help Center/User Manual/4 Candidate/Contact Relationship Management

4 Candidate/Contact Relationship Management

20 visits 0 2024-02-17 Product Team

4.1 Candidate Classification

Gllue currently offers four ways to put candidates in different categories:

4.1.1 Saved Search

Save frequently used search criteria in the sidebar.

4.1.2 Folder

Gllue supports hierarchical folder creation and allows multiple users to share and manage candidate profiles collaboratively.

4.1.3 Smart Classify

Classify and display candidate profiles in different groups. Smart Classify is a live feature and will constantly refresh your classification filters with new results as they enter the database.

4.1.4 Highlights

Prioritize candidates with different color codes in the Pipeline.

4.2 Candidate Follow-ups

Keeping track of your follow-up efforts is important.

4.2.1 Notes

When adding new notes, you will be prompted to update the candidates’ status at the same time because notes may contain the same information on the candidate profile. Notes serves as a structured record of KPIs, including candidate calls, consultant interviews, BD calls, and client visits.

Go to the company profile at your choice, click ‘add contact’ to create a new contact under the existing company.

4.2.2 Email

It is recommended to follow up with an email after a candidate call/meeting. Gllue supports bulk sending emails with email templates.

4.2.3 Tasks

You can create a Gllue Calendar task as the next follow-up action after a candidate call or meeting. Calendar reminders will pop up in the system before the set due date, and the calendar tasks can be synced to an email client such as Outlook.

nge the company type to ‘Client’.

FAQs

If I share the parent folder with other colleagues, will the subfolders be shared automatically?

Yes, the folder’s sharing permission for the parent folder extends to all its subfolders.

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