What's a Prospect

Prospects are people who were referred for a job requisition or added to a job requisition but who haven't yet completed their job application.

When a person is referred for a job, a prospect record is created and associated to the job requisition. When you use the Add to Requisition action for a candidate, a candidate record is also created and associated to the job requisition.

You can access prospects associated to a job requisition from several places such as the Job Requisitions list and the job requisition details view. You can also access the referred prospects from the job requisition Overview tab. When you view the list of prospects for a job requisition, you can:

  • Navigate through the list of prospects.

  • Sort and filter prospects.

  • Search for specific prospects.

  • Take actions on prospects such as send an email, send a reminder invitation to apply to a job, add prospects to other job requisitions and candidate pools, add interactions, indicate that prospects aren't interested in the job, delete prospects, convert a prospect into a candidate job application.

  • See which prospects were referred and which ones were added to the job requisition.

  • See which prospects you didn't yet view. A blue dot appears next to the prospect name.

When you open a prospect record, you can see details about the prospect such as personal information, previous employment, degrees, certifications and licenses, endorsements, attachments, and any other recruiting activities the candidate is associated with like candidate pools or other job requisitions.

Note: Resume provided by the referrer appears in the Key Highlights section (not in the Attachments section).

The count of prospects for a job requisition is displayed on the Job Requisitions list and within the job requisition. The number of prospects displayed varies depending on where you view it:

  • On the Job Requisitions list, the number of prospects represents the active prospects added and referred to the job requisition.

  • In the job requisition Overview tab, the number of referred prospects is displayed. When you click the number, you're taken to the prospects list where you can filter the list to see referred and added prospects.