Training Tuesday - Refining Your Business Development Processes

This video was originally published in May 2024 and shows the legacy user interface. Since then, updates and improvements may have been made, so certain features, layouts, or options may look different now.

The story that we’re hearing from most recruiting agencies so far in 2024 is that business development is a huge priority for firms, even more so than in years past. Keeping the bills paid and your business afloat relies upon a steady stream of new business from both past and new clients.

While TE Recruit is an applicant tracking system at its core, did you know that many of our clients (and even our own sales team!) uses it as a CRM, as well? Let us walk you through the ins and outs of setting up a sales pipeline in TE Recruit in this edition of our Training Tuesday series covering:

Setting up a Hotlist to be the hub of your sales activities
Quickly gathering and importing potential client data
A typical workflow for managing your prospects
Utilizing automations to remove manual sales tasks
And much more!