9/25/2023 0 Comments Linkedin open to new opportunitiesThis is ensures the new opportunity information references the original referrer, especially important for tracking origin and referral data and/or running referral campaigns with your organization.Ĭlick the Create opportunity + copy info button. To copy over referral information check 'Origin and Sources' and 'Referral information'. Once the new opportunity is created, you may delete any copied information you do not wish to keep. you would not be able to select specific files to copy over). For example, if you select the option to copy 'Files' to the new opportunity, all files attached to the old opportunity will be copied (i.e. Note that you cannot select specific information within each category to be copied - it will be all or none. Deselect any that you do not wish to copy, then click the Create opportunity + copy info button. The final step of the workflow, you can select which artifacts to copy from the existing opportunity. This archiving action will not take place until the information has been copied to the new opportunity. If you are copying information from an active opportunity, you have the option to archive that opportunity by clicking the Archive this opportunity checkbox and selecting an archive reason. To do this, check the box for Copy Information from another opportunity, then click the Select opportunity to copy from button.Ĭhoose which of the candidate's existing opportunities you wish to copy information from. When adding either a new opportunity to a candidate's profile (either a job-specific opportunity or a General Opportunity), you will be presented with the option to copy information (files, resumes, origin/source, tags) from any existing opportunities already associated with the candidate. Copying information from another opportunity If you do not wish to copy information, click Create Opportunity to create the new opportunity and close the modal. Once either a job is selected or the Create General Opportunity checkbox is selected, you will be presented with the option to copy information from another opportunity. Note that the user who adds a new opportunity to an existing candidate profile will by default be the owner of that opportunity. The new opportunity will appear on the candidate's profile in the 'Opportunities' section. General opportunities can later be converted to opportunities associated with specific postings, retaining the record of all recruiting activity that took place up to that point.Ĭlick the Create Opportunity button to finish and add the opportunity to the candidate's profile. General opportunities are meant to be used placeholders, allowing you to generate a profile for a candidate and engage with them without yet associating them with a specific job. If you do not yet want to choose a specific job, you can create a General Opportunity by selecting the Create General Opportunity checkbox. Note that you postings in a closed or draft state will not be available for selection. If you do not see the job you are looking for in this list, either click the + more option at the bottom of the list to load additional postings or begin typing to filter for your specific posting. and select a posting from the dropdown menu. In the 'Consider for new job' modal, click Choose job. In the 'Opportunities' section of the candidate's profile, click the + Add button.Click on a candidate's opportunity to open their profile.Copying information to new opportunitiesĪdding new opportunities to existing candidate profiles.Adding new opportunities to existing profiles.
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