Leads refer to potential candidates who might be a good fit for a job opening. Leads are the initial step in the recruiting pipeline. From there, they may move on to become candidates and, eventually, new hires if the recruitment process is successful.

There are different ways to add leads to Recruit:

• Manually
• From a previously rejected candidate
• With the sourcing extension for Chrome

Create a lead manually

1. In Recruit, click the blue plus sign (➕) at the top left.

   

2. Select Lead from the options. The lead details screen will open.
3. Add the lead's profile details. If you upload the lead's resume, Recruit will populate these fields automatically.
   • Required: Full name
   • Optional: Profile picture, email, phone, custom fields
4. Add the lead's hiring process details:
   • Required: Position the lead is applying for, source, outreach status

   • Optional: Salary expectations, availability

     

5. Click Add. The lead profile will open.

Create a lead from a rejected candidate

If you’ve considered a candidate for another role in the past but didn’t hire them, you can now convert their profile into a lead for a new position. This lets you easily start a new hiring process with candidates who might now be a great fit for another opening.

To convert a former candidate into a lead:

1. Navigate to the rejected candidate’s profile. For this, you could use Advance search and filter by Candidate status.

   

2. Click the three-dot menu on the right and select ➕ Start new hiring process. This will open the new hiring process screen.

   

3. Choose Lead as the candidate type, then select an outreach status, the new position, and a source.

   
4. Click Start. The candidate will now be added as a lead for the new position.

Create a lead with Recruit Sourcing for Chrome

1. Install the Recruit Sourcing for Chrome extension from the Chrome Web Store. Once you’ve added the extension you will see the Recruit icon on the top right corner of the Chrome browser.
2. When you visit a candidate’s LinkedIn profile, a pop-up window will open on the right of the screen so you can add them to Recruit directly from their profile.
3. Save the lead’s profile as a PDF by clicking More > Save to PDF beneath the candidate’s picture and upload the saved profile PDF to the Recruit Sourcing extension. You can either drag-and-drop the saved profile directly into the Recruit Sourcing extension or click Upload file.
4. Choose to add the person as Lead.

Have more questions? Contact us at recruit.support@sparkhire.com