Recruiters exhibit diverse approaches to lead qualification. Some may qualify a lead promptly upon receiving the decision-makers details, while others prefer to qualify them after engaging in an in-depth discussion about their requirements or following the issuance of a quote.
When transitioning a lead to an opportunity, Recruitly provides the flexibility to decide whether to add the person to your contacts immediately or defer this action until a job has been secured from them. Opportunities, in turn, can be converted into jobs when a deal is successfully closed, indicating that your company has been engaged to conduct the candidate search.
In the Opportunities tab, recruiters have the ability to input crucial details such as deal value, win probability, start date, and a description, among other pertinent information. This feature enhances the comprehensive management of each opportunity, facilitating effective decision-making and streamlining the recruitment process.
Opportunities within Recruitly represent qualified leads, and the process of qualifying a lead may vary among recruiters, occurring at different stages whether before or after establishing contact with the key decision-maker.
Let's walk through an example involving recruiter Andy and prospect Claire within the Recruitly platform.
Initiating Contact:
Andy reaches out to Claire, who is initially a lead in the system.
Claire's Request:
Claire responds to Andy, expressing her need for candidates to fill an opening for a Marketing Manager position in her company and wants to see the candidates Andy can source for the Opening.
Creating an Opportunity:
In Recruitly, Andy creates an opportunity for this specific opening. Making Claire a Contact. The opportunity reflects Claire's request to recruit candidates for the Marketing Manager position.
Andy uses the Opportunities tab to add essential details:
Deal Value: An estimate of the value of the recruitment deal.
Win Probability: The likelihood of successfully closing the deal.
Start Date: The anticipated commencement date of the recruitment process.
Description: Additional information about the opportunity, such as specific requirements or client preferences.
Advancing to Job Status:
As the recruitment process progresses, Claire decides to hire Andy's agency to conduct the search for the Marketing Manager position and all the future positions in her company.
Converting to a Job:
Andy, within Recruitly, converts the Marketing Manager opportunity into a job. This signifies that his agency has been officially contracted to fill the role.
Throughout this process, Recruitly allows Andy to seamlessly manage and track the evolution of opportunities, ensuring clarity and efficiency in the recruitment workflow.