Understand journey Clients take and their next steps when they are matched with a candidates. #
The content shares how to use a test client account to understand this process.
1. Clients see matches at the bottom of their profiles.
Options on matches include:
- View Profile
- Here clients can view the complete profiles of candidates.
- Message
- If this feature is turned on, clients to connect directly with matches. These messages are viewable by Admins.
- Extend Offer
- This will notify agency admins, not the candidate, that they are interesed. They can provide notes they want admins to see.
- Add Note
- Here clients can add notes for themselves on what they liked, didn’t like, or want to know more about from the candidate.
Now It’s Your Turn. Try it out. #
Use a test account to extend and offer. Take notes. And watch the notification flow into your agency workflow.
